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 | $97,087 | $77,813+24.8% | $123,544-21.4% | $64,186+51.3% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -6.35% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,260 | $3,014-25.0% | $4,628-51.2% | $2,381-5.1% |
| Participant deferral / active EE | $9,328 | $5,240+78.0% | $6,426+45.2% | $3,470+168.9% |
| Admin fee / account holder | $3,263 | $5,519-40.9% | $9,284-64.9% | $4,888-33.2% |