See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,277 | $84,527+16.3% | $67,711+45.1% | $125,391-21.6% |
| Participation rate | 95.5% | 74.8%+20.7pp | 67.5%+27.9pp | 83.2%+12.3pp |
| Annual return | -3.32% | 2.57%-5.9pp | 25.41%-28.7pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,394 | $3,292-27.3% | $2,559-6.5% | $4,866-50.8% |
| Participant deferral / active EE | $5,220 | $4,429+17.8% | $3,585+45.6% | $5,352-2.5% |
| Admin fee / account holder | $969 | $5,340-81.9% | $4,255-77.2% | $9,540-89.8% |