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 | $139,215 | $77,813+78.9% | $123,544+12.7% | $64,186+116.9% |
| Participation rate | 81.0% | 74.7%+6.3pp | 82.3%-1.3pp | 69.6%+11.4pp |
| Annual return | -7.08% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,149 | $3,014+37.7% | $4,628-10.3% | $2,381+74.3% |
| Participant deferral / active EE | $9,160 | $5,240+74.8% | $6,426+42.6% | $3,470+164.0% |
| Admin fee / account holder | $7,244 | $5,519+31.3% | $9,284-22.0% | $4,888+48.2% |