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 9-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 | $124,647 | $77,813+60.2% | $123,544+0.9% | $64,186+94.2% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | -7.75% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $5,431 | $3,014+80.2% | $4,628+17.3% | $2,381+128.1% |
| Participant deferral / active EE | $8,093 | $5,240+54.4% | $6,426+25.9% | $3,470+133.3% |
| Admin fee / account holder | $2,431 | $5,519-56.0% | $9,284-73.8% | $4,888-50.3% |