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 | $110,066 | $57,354+91.9% | $83,848+31.3% | $64,186+71.5% |
| Participation rate | 74.7% | 68.6%+6.1pp | 76.1%-1.5pp | 69.6%+5.1pp |
| Annual return | -6.84% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,640 | $2,545+3.7% | $3,631-27.3% | $2,381+10.9% |
| Participant deferral / active EE | $4,803 | $2,993+60.5% | $4,082+17.7% | $3,470+38.4% |
| Admin fee / account holder | $4,662 | $4,046+15.2% | $5,478-14.9% | $4,888-4.6% |