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 | $117,163 | $77,813+50.6% | $123,544-5.2% | $64,186+82.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -7.75% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $4,139 | $3,014+37.3% | $4,628-10.6% | $2,381+73.9% |
| Participant deferral / active EE | $7,788 | $5,240+48.6% | $6,426+21.2% | $3,470+124.5% |
| Admin fee / account holder | $30,499 | $5,519+452.6% | $9,284+228.5% | $4,888+523.9% |