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 | $72,820 | $52,836+37.8% | $105,738-31.1% | $64,186+13.5% |
| Participation rate | 97.4% | 66.5%+30.8pp | 76.3%+21.0pp | 69.6%+27.8pp |
| Annual return | -5.83% | 14.30%-20.1pp | 6.27%-12.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,139 | $1,827+17.1% | $3,268-34.6% | $2,381-10.2% |
| Participant deferral / active EE | $2,090 | $2,545-17.9% | $4,080-48.8% | $3,470-39.8% |
| Admin fee / account holder | $1,470 | $3,959-62.9% | $6,913-78.7% | $4,888-69.9% |