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 | $130,343 | $72,404+80.0% | $110,238+18.2% | $64,186+103.1% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.6%+17.5pp |
| Annual return | -6.40% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,760 | $2,282+64.8% | $3,826-1.7% | $2,381+57.9% |
| Participant deferral / active EE | $4,535 | $3,469+30.7% | $4,672-2.9% | $3,470+30.7% |
| Admin fee / account holder | $4,381 | $5,664-22.7% | $8,547-48.7% | $4,888-10.4% |