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 | $87,541 | $77,813+12.5% | $123,544-29.1% | $64,186+36.4% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -7.80% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,159 | $3,014-28.4% | $4,628-53.3% | $2,381-9.3% |
| Participant deferral / active EE | $4,604 | $5,240-12.1% | $6,426-28.3% | $3,470+32.7% |
| Admin fee / account holder | $7,910 | $5,519+43.3% | $9,284-14.8% | $4,888+61.8% |