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 | $136,030 | $77,813+74.8% | $123,544+10.1% | $64,186+111.9% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.3%+8.8pp | 69.6%+21.5pp |
| Annual return | -5.99% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,952 | $3,014-2.0% | $4,628-36.2% | $2,381+24.0% |
| Participant deferral / active EE | $8,797 | $5,240+67.9% | $6,426+36.9% | $3,470+153.5% |
| Admin fee / account holder | $2,172 | $5,519-60.6% | $9,284-76.6% | $4,888-55.6% |