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 | $162,709 | $77,813+109.1% | $123,544+31.7% | $64,186+153.5% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -6.71% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,141 | $3,014+4.2% | $4,628-32.1% | $2,381+31.9% |
| Participant deferral / active EE | $8,837 | $5,240+68.6% | $6,426+37.5% | $3,470+154.7% |
| Admin fee / account holder | $1,629 | $5,519-70.5% | $9,284-82.4% | $4,888-66.7% |