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 | $114,458 | $79,633+43.7% | $93,789+22.0% | $68,494+67.1% |
| Participation rate | 88.6% | 75.4%+13.2pp | 81.0%+7.6pp | 67.9%+20.7pp |
| Annual return | -17.72% | -0.10%-17.6pp | -11.33%-6.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,000 | $3,665+36.4% | $4,323+15.7% | $2,596+92.6% |
| Participant deferral / active EE | $4,801 | $5,158-6.9% | $6,094-21.2% | $4,027+19.2% |
| Admin fee / account holder | $8,655 | $6,871+26.0% | $7,195+20.3% | $5,403+60.2% |