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 | $111,558 | $77,813+43.4% | $123,544-9.7% | $64,186+73.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -4.17% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $7,356 | $3,014+144.1% | $4,628+59.0% | $2,381+209.0% |
| Participant deferral / active EE | $5,998 | $5,240+14.5% | $6,426-6.7% | $3,470+72.9% |
| Admin fee / account holder | $10,840 | $5,519+96.4% | $9,284+16.8% | $4,888+121.8% |