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 | $99,252 | $77,813+27.6% | $123,544-19.7% | $64,186+54.6% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -6.31% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,386 | $3,014-20.8% | $4,628-48.4% | $2,381+0.2% |
| Participant deferral / active EE | $7,679 | $5,240+46.5% | $6,426+19.5% | $3,470+121.3% |
| Admin fee / account holder | $3,331 | $5,519-39.6% | $9,284-64.1% | $4,888-31.9% |