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 | $104,172 | $77,813+33.9% | $123,544-15.7% | $64,186+62.3% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.3%+9.2pp | 69.6%+21.9pp |
| Annual return | -5.44% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,361 | $3,014+144.2% | $4,628+59.1% | $2,381+209.2% |
| Participant deferral / active EE | $12,202 | $5,240+132.9% | $6,426+89.9% | $3,470+251.7% |
| Admin fee / account holder | $3,174 | $5,519-42.5% | $9,284-65.8% | $4,888-35.1% |