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 | $100,174 | $77,813+28.7% | $123,544-18.9% | $64,186+56.1% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -6.87% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,968 | $3,014+31.7% | $4,628-14.2% | $2,381+66.7% |
| Participant deferral / active EE | $8,805 | $5,240+68.0% | $6,426+37.0% | $3,470+153.8% |
| Admin fee / account holder | $2,930 | $5,519-46.9% | $9,284-68.4% | $4,888-40.1% |