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 | $114,075 | $77,813+46.6% | $123,544-7.7% | $64,186+77.7% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -7.07% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,531 | $3,014-16.0% | $4,628-45.3% | $2,381+6.3% |
| Participant deferral / active EE | $8,466 | $5,240+61.6% | $6,426+31.8% | $3,470+144.0% |
| Admin fee / account holder | $7,681 | $5,519+39.2% | $9,284-17.3% | $4,888+57.1% |