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 | $134,860 | $77,813+73.3% | $123,544+9.2% | $64,186+110.1% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.3pp |
| Annual return | -5.86% | 12.48%-18.3pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,851 | $3,014+27.8% | $4,628-16.8% | $2,381+61.7% |
| Participant deferral / active EE | $9,884 | $5,240+88.6% | $6,426+53.8% | $3,470+184.9% |
| Admin fee / account holder | $10,146 | $5,519+83.8% | $9,284+9.3% | $4,888+107.6% |