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 | $107,432 | $77,813+38.1% | $123,544-13.0% | $64,186+67.4% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.1pp |
| Annual return | -7.46% | 12.48%-19.9pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,592 | $3,014+118.7% | $4,628+42.4% | $2,381+176.9% |
| Participant deferral / active EE | $4,112 | $5,240-21.5% | $6,426-36.0% | $3,470+18.5% |
| Admin fee / account holder | $7,008 | $5,519+27.0% | $9,284-24.5% | $4,888+43.4% |