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 | $91,173 | $77,813+17.2% | $123,544-26.2% | $64,186+42.0% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -2.15% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $5,491 | $3,014+82.2% | $4,628+18.7% | $2,381+130.6% |
| Participant deferral / active EE | $8,669 | $5,240+65.4% | $6,426+34.9% | $3,470+149.9% |
| Admin fee / account holder | $36,841 | $5,519+567.6% | $9,284+296.8% | $4,888+653.7% |