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 | $101,707 | $77,813+30.7% | $123,544-17.7% | $64,186+58.5% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -5.30% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,023 | $3,014+99.9% | $4,628+30.2% | $2,381+153.0% |
| Participant deferral / active EE | $12,642 | $5,240+141.3% | $6,426+96.7% | $3,470+264.4% |
| Admin fee / account holder | $11,930 | $5,519+116.2% | $9,284+28.5% | $4,888+144.1% |