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 | $118,955 | $77,813+52.9% | $123,544-3.7% | $64,186+85.3% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -4.94% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,010 | $3,014+99.4% | $4,628+29.9% | $2,381+152.4% |
| Participant deferral / active EE | $4,838 | $5,240-7.7% | $6,426-24.7% | $3,470+39.4% |
| Admin fee / account holder | $5,847 | $5,519+5.9% | $9,284-37.0% | $4,888+19.6% |