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 | $81,052 | $57,354+41.3% | $83,848-3.3% | $64,186+26.3% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | -6.96% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $769 | $2,545-69.8% | $3,631-78.8% | $2,381-67.7% |
| Participant deferral / active EE | $7,189 | $2,993+140.2% | $4,082+76.1% | $3,470+107.2% |
| Admin fee / account holder | $2,156 | $4,046-46.7% | $5,478-60.7% | $4,888-55.9% |