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 | $110,786 | $57,354+93.2% | $83,848+32.1% | $64,186+72.6% |
| Participation rate | 72.9% | 68.6%+4.3pp | 76.1%-3.3pp | 69.6%+3.3pp |
| Annual return | -5.87% | 11.38%-17.3pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,440 | $2,545-43.4% | $3,631-60.3% | $2,381-39.5% |
| Participant deferral / active EE | $3,538 | $2,993+18.2% | $4,082-13.3% | $3,470+2.0% |
| Admin fee / account holder | $4,919 | $4,046+21.6% | $5,478-10.2% | $4,888+0.6% |