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 | $163,329 | $77,813+109.9% | $123,544+32.2% | $64,186+154.5% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -6.07% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,220 | $3,014+40.0% | $4,628-8.8% | $2,381+77.3% |
| Participant deferral / active EE | $6,913 | $5,240+31.9% | $6,426+7.6% | $3,470+99.2% |
| Admin fee / account holder | $8,983 | $5,519+62.8% | $9,284-3.2% | $4,888+83.8% |