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 | $116,736 | $77,813+50.0% | $123,544-5.5% | $64,186+81.9% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.2pp |
| Annual return | -7.07% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $6,922 | $3,014+129.7% | $4,628+49.6% | $2,381+190.7% |
| Participant deferral / active EE | $13,410 | $5,240+155.9% | $6,426+108.7% | $3,470+286.5% |
| Admin fee / account holder | $1,332 | $5,519-75.9% | $9,284-85.7% | $4,888-72.8% |