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 | $140,845 | $77,813+81.0% | $123,544+14.0% | $64,186+119.4% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,002 | $3,014+66.0% | $4,628+8.1% | $2,381+110.1% |
| Participant deferral / active EE | $8,413 | $5,240+60.6% | $6,426+30.9% | $3,470+142.5% |
| Admin fee / account holder | $7,521 | $5,519+36.3% | $9,284-19.0% | $4,888+53.9% |