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 | $108,543 | $77,813+39.5% | $123,544-12.1% | $64,186+69.1% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -7.60% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $6,358 | $3,014+111.0% | $4,628+37.4% | $2,381+167.0% |
| Participant deferral / active EE | $5,765 | $5,240+10.0% | $6,426-10.3% | $3,470+66.2% |
| Admin fee / account holder | $5,018 | $5,519-9.1% | $9,284-46.0% | $4,888+2.7% |