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 | $124,953 | $77,813+60.6% | $123,544+1.1% | $64,186+94.7% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -2.14% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,086 | $3,014-30.8% | $4,628-54.9% | $2,381-12.4% |
| Participant deferral / active EE | $10,506 | $5,240+100.5% | $6,426+63.5% | $3,470+202.8% |
| Admin fee / account holder | $1,245 | $5,519-77.4% | $9,284-86.6% | $4,888-74.5% |