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 | $113,233 | $77,813+45.5% | $123,544-8.3% | $64,186+76.4% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.3%+9.2pp | 69.6%+21.9pp |
| Annual return | -0.90% | 12.48%-13.4pp | 119.20%-120.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $8,425 | $3,014+179.5% | $4,628+82.1% | $2,381+253.9% |
| Participant deferral / active EE | $8,231 | $5,240+57.1% | $6,426+28.1% | $3,470+137.2% |
| Admin fee / account holder | $2,309 | $5,519-58.2% | $9,284-75.1% | $4,888-52.8% |