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 | $121,051 | $77,813+55.6% | $123,544-2.0% | $64,186+88.6% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -7.42% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,271 | $3,014+8.5% | $4,628-29.3% | $2,381+37.4% |
| Participant deferral / active EE | $5,402 | $5,240+3.1% | $6,426-15.9% | $3,470+55.7% |
| Admin fee / account holder | $3,022 | $5,519-45.2% | $9,284-67.4% | $4,888-38.2% |