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 | $103,079 | $77,813+32.5% | $123,544-16.6% | $64,186+60.6% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.8pp | 69.6%+9.9pp |
| Annual return | -5.43% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $9,045 | $3,014+200.1% | $4,628+95.4% | $2,381+279.9% |
| Participant deferral / active EE | $8,987 | $5,240+71.5% | $6,426+39.9% | $3,470+159.0% |
| Admin fee / account holder | $9,661 | $5,519+75.1% | $9,284+4.1% | $4,888+97.6% |