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 | $139,576 | $77,813+79.4% | $123,544+13.0% | $64,186+117.5% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -5.12% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,170 | $3,014-61.2% | $4,628-74.7% | $2,381-50.8% |
| Participant deferral / active EE | $10,892 | $5,240+107.9% | $6,426+69.5% | $3,470+213.9% |
| Admin fee / account holder | $4,555 | $5,519-17.5% | $9,284-50.9% | $4,888-6.8% |