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 | $92,067 | $77,813+18.3% | $123,544-25.5% | $64,186+43.4% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -3.84% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,533 | $3,014-16.0% | $4,628-45.3% | $2,381+6.4% |
| Participant deferral / active EE | $7,424 | $5,240+41.7% | $6,426+15.5% | $3,470+114.0% |
| Admin fee / account holder | $4,749 | $5,519-14.0% | $9,284-48.8% | $4,888-2.9% |