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 | $89,118 | $45,863+94.3% | $77,024+15.7% | $68,494+30.1% |
| Participation rate | 87.9% | 55.9%+32.0pp | 67.9%+20.0pp | 67.9%+20.0pp |
| Annual return | -18.50% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,750 | $1,650+66.7% | $2,812-2.2% | $2,596+5.9% |
| Participant deferral / active EE | $7,867 | $2,962+165.6% | $4,426+77.7% | $4,027+95.4% |
| Admin fee / account holder | $1,477 | $3,041-51.4% | $5,425-72.8% | $5,403-72.7% |