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 | $102,141 | $77,813+31.3% | $123,544-17.3% | $64,186+59.1% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -8.10% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,053 | $3,014-65.1% | $4,628-77.2% | $2,381-55.8% |
| Participant deferral / active EE | $6,600 | $5,240+26.0% | $6,426+2.7% | $3,470+90.2% |
| Admin fee / account holder | $466 | $5,519-91.6% | $9,284-95.0% | $4,888-90.5% |