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 | $143,737 | $77,813+84.7% | $123,544+16.3% | $64,186+123.9% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.9pp |
| Annual return | -3.76% | 12.48%-16.2pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,676 | $3,014+22.0% | $4,628-20.6% | $2,381+54.4% |
| Participant deferral / active EE | $5,906 | $5,240+12.7% | $6,426-8.1% | $3,470+70.2% |
| Admin fee / account holder | $31,863 | $5,519+477.4% | $9,284+243.2% | $4,888+551.8% |