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 | $123,832 | $77,813+59.1% | $123,544+0.2% | $64,186+92.9% |
| Participation rate | 80.4% | 74.7%+5.7pp | 82.3%-1.9pp | 69.6%+10.9pp |
| Annual return | -6.40% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,198 | $3,014-60.3% | $4,628-74.1% | $2,381-49.7% |
| Participant deferral / active EE | $6,670 | $5,240+27.3% | $6,426+3.8% | $3,470+92.2% |
| Admin fee / account holder | $14,765 | $5,519+167.5% | $9,284+59.0% | $4,888+202.1% |