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 | $98,271 | $77,813+26.3% | $123,544-20.5% | $64,186+53.1% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -8.07% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $8,880 | $3,014+194.6% | $4,628+91.9% | $2,381+273.0% |
| Participant deferral / active EE | $6,272 | $5,240+19.7% | $6,426-2.4% | $3,470+80.8% |
| Admin fee / account holder | $1,762 | $5,519-68.1% | $9,284-81.0% | $4,888-64.0% |