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 | $137,904 | $77,813+77.2% | $123,544+11.6% | $64,186+114.9% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.3%+16.3pp | 69.6%+29.1pp |
| Annual return | -4.91% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,386 | $3,014+145.1% | $4,628+59.6% | $2,381+210.2% |
| Participant deferral / active EE | $5,466 | $5,240+4.3% | $6,426-14.9% | $3,470+57.5% |
| Admin fee / account holder | $13,368 | $5,519+142.2% | $9,284+44.0% | $4,888+173.5% |