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 | $102,550 | $77,813+31.8% | $123,544-17.0% | $64,186+59.8% |
| Participation rate | 70.3% | 74.7%-4.4pp | 82.3%-12.0pp | 69.6%+0.7pp |
| Annual return | -6.88% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,499 | $3,014-50.3% | $4,628-67.6% | $2,381-37.0% |
| Participant deferral / active EE | $5,160 | $5,240-1.5% | $6,426-19.7% | $3,470+48.7% |
| Admin fee / account holder | $708 | $5,519-87.2% | $9,284-92.4% | $4,888-85.5% |