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 | $97,349 | $77,813+25.1% | $123,544-21.2% | $64,186+51.7% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -7.69% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $7,425 | $3,014+146.4% | $4,628+60.5% | $2,381+211.9% |
| Participant deferral / active EE | $10,425 | $5,240+99.0% | $6,426+62.2% | $3,470+200.5% |
| Admin fee / account holder | $18,030 | $5,519+226.7% | $9,284+94.2% | $4,888+268.9% |