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 | $93,829 | $77,813+20.6% | $123,544-24.1% | $64,186+46.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -7.99% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,412 | $3,014+13.2% | $4,628-26.3% | $2,381+43.3% |
| Participant deferral / active EE | $7,260 | $5,240+38.5% | $6,426+13.0% | $3,470+109.2% |
| Admin fee / account holder | $324 | $5,519-94.1% | $9,284-96.5% | $4,888-93.4% |