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 | $115,323 | $72,404+59.3% | $110,238+4.6% | $64,186+79.7% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.6%+29.1pp |
| Annual return | -6.72% | -6.29%-0.4pp | 314.74%-321.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,508 | $2,282+141.4% | $3,826+43.9% | $2,381+131.4% |
| Participant deferral / active EE | $4,652 | $3,469+34.1% | $4,672-0.4% | $3,470+34.1% |
| Admin fee / account holder | $6,589 | $5,664+16.3% | $8,547-22.9% | $4,888+34.8% |