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 | $110,449 | $77,813+41.9% | $123,544-10.6% | $64,186+72.1% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.3%+12.7pp | 69.6%+25.4pp |
| Annual return | -4.76% | 12.48%-17.2pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,576 | $3,014+51.8% | $4,628-1.1% | $2,381+92.2% |
| Participant deferral / active EE | $10,649 | $5,240+103.2% | $6,426+65.7% | $3,470+206.9% |
| Admin fee / account holder | $23,227 | $5,519+320.9% | $9,284+150.2% | $4,888+375.2% |