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 | $149,688 | $77,813+92.4% | $123,544+21.2% | $64,186+133.2% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -6.41% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,250 | $3,014-25.3% | $4,628-51.4% | $2,381-5.5% |
| Participant deferral / active EE | $8,715 | $5,240+66.3% | $6,426+35.6% | $3,470+151.2% |
| Admin fee / account holder | $1,152 | $5,519-79.1% | $9,284-87.6% | $4,888-76.4% |