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 | $90,755 | $77,813+16.6% | $123,544-26.5% | $64,186+41.4% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -3.87% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,088 | $3,014-30.7% | $4,628-54.9% | $2,381-12.3% |
| Participant deferral / active EE | $7,978 | $5,240+52.3% | $6,426+24.2% | $3,470+129.9% |
| Admin fee / account holder | $5,126 | $5,519-7.1% | $9,284-44.8% | $4,888+4.9% |