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 | $95,430 | $52,836+80.6% | $105,738-9.7% | $64,186+48.7% |
| Participation rate | 73.9% | 66.5%+7.4pp | 76.3%-2.4pp | 69.6%+4.3pp |
| Annual return | -4.13% | 14.30%-18.4pp | 6.27%-10.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,424 | $1,827+32.7% | $3,268-25.8% | $2,381+1.8% |
| Participant deferral / active EE | $4,767 | $2,545+87.3% | $4,080+16.8% | $3,470+37.4% |
| Admin fee / account holder | $592 | $3,959-85.0% | $6,913-91.4% | $4,888-87.9% |