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 | $130,091 | $77,813+67.2% | $123,544+5.3% | $64,186+102.7% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -5.28% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $10,898 | $3,014+261.6% | $4,628+135.5% | $2,381+357.8% |
| Participant deferral / active EE | $11,400 | $5,240+117.6% | $6,426+77.4% | $3,470+228.6% |
| Admin fee / account holder | $3,399 | $5,519-38.4% | $9,284-63.4% | $4,888-30.5% |