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 | $83,506 | $77,813+7.3% | $123,544-32.4% | $64,186+30.1% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -7.33% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $6,402 | $3,014+112.4% | $4,628+38.3% | $2,381+168.9% |
| Participant deferral / active EE | $5,037 | $5,240-3.9% | $6,426-21.6% | $3,470+45.2% |
| Admin fee / account holder | $12,865 | $5,519+133.1% | $9,284+38.6% | $4,888+163.2% |