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 | $120,659 | $77,813+55.1% | $123,544-2.3% | $64,186+88.0% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -7.29% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $8,042 | $3,014+166.8% | $4,628+73.8% | $2,381+237.8% |
| Participant deferral / active EE | $14,631 | $5,240+179.2% | $6,426+127.7% | $3,470+321.7% |
| Admin fee / account holder | $9,388 | $5,519+70.1% | $9,284+1.1% | $4,888+92.1% |