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 | $105,769 | $77,813+35.9% | $123,544-14.4% | $64,186+64.8% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -3.87% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,564 | $3,014-48.1% | $4,628-66.2% | $2,381-34.3% |
| Participant deferral / active EE | $9,035 | $5,240+72.4% | $6,426+40.6% | $3,470+160.4% |
| Admin fee / account holder | $3,265 | $5,519-40.8% | $9,284-64.8% | $4,888-33.2% |