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 | $125,508 | $99,032+26.7% | $80,019+56.8% | $135,375-7.3% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -7.06% | 15.39%-22.4pp | 11.22%-18.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,680 | $3,043-11.9% | $2,468+8.6% | $4,779-43.9% |
| Participant deferral / active EE | $6,136 | $4,282+43.3% | $3,686+66.5% | $5,609+9.4% |
| Admin fee / account holder | $10,435 | $10,4360% | $6,521+60.0% | $10,827-3.6% |