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 | $127,942 | $81,900+56.2% | $119,609+7.0% | $68,494+86.8% |
| Participation rate | 83.5% | 71.9%+11.6pp | 79.3%+4.3pp | 67.9%+15.6pp |
| Annual return | -15.46% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,005 | $2,693+48.7% | $4,232-5.4% | $2,596+54.3% |
| Participant deferral / active EE | $9,256 | $4,148+123.2% | $5,602+65.2% | $4,027+129.8% |
| Admin fee / account holder | $10,690 | $6,582+62.4% | $10,323+3.5% | $5,403+97.9% |