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 | $134,194 | $77,813+72.5% | $123,544+8.6% | $64,186+109.1% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -5.78% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,010 | $3,014-0.1% | $4,628-35.0% | $2,381+26.4% |
| Participant deferral / active EE | $8,758 | $5,240+67.1% | $6,426+36.3% | $3,470+152.4% |
| Admin fee / account holder | $7,405 | $5,519+34.2% | $9,284-20.2% | $4,888+51.5% |