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 | $111,258 | $77,813+43.0% | $123,544-9.9% | $64,186+73.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,275 | $3,014+75.0% | $4,628+14.0% | $2,381+121.6% |
| Participant deferral / active EE | $7,953 | $5,240+51.8% | $6,426+23.8% | $3,470+129.2% |
| Admin fee / account holder | $2,293 | $5,519-58.5% | $9,284-75.3% | $4,888-53.1% |