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 | $100,623 | $94,529+6.4% | $140,016-28.1% | $64,186+56.8% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -5.07% | 7.77%-12.8pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,923 | $3,812+29.1% | $5,606-12.2% | $2,381+106.8% |
| Participant deferral / active EE | $9,635 | $5,250+83.5% | $6,927+39.1% | $3,470+177.7% |
| Admin fee / account holder | $2,747 | $6,741-59.2% | $10,705-74.3% | $4,888-43.8% |