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 | $126,242 | $77,813+62.2% | $123,544+2.2% | $64,186+96.7% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -3.67% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,978 | $3,014+65.2% | $4,628+7.6% | $2,381+109.1% |
| Participant deferral / active EE | $13,501 | $5,240+157.7% | $6,426+110.1% | $3,470+289.1% |
| Admin fee / account holder | $7,166 | $5,519+29.9% | $9,284-22.8% | $4,888+46.6% |