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 | $119,552 | $77,813+53.6% | $123,544-3.2% | $64,186+86.3% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,758 | $3,014-41.7% | $4,628-62.0% | $2,381-26.2% |
| Participant deferral / active EE | $6,738 | $5,240+28.6% | $6,426+4.9% | $3,470+94.2% |
| Admin fee / account holder | $1,671 | $5,519-69.7% | $9,284-82.0% | $4,888-65.8% |