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 | $130,366 | $77,813+67.5% | $123,544+5.5% | $64,186+103.1% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.3pp |
| Annual return | -3.73% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,206 | $3,014+6.4% | $4,628-30.7% | $2,381+34.7% |
| Participant deferral / active EE | $7,219 | $5,240+37.8% | $6,426+12.3% | $3,470+108.1% |
| Admin fee / account holder | $3,475 | $5,519-37.0% | $9,284-62.6% | $4,888-28.9% |