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 | $141,303 | $77,813+81.6% | $123,544+14.4% | $64,186+120.1% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -4.25% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,539 | $3,014+83.8% | $4,628+19.7% | $2,381+132.7% |
| Participant deferral / active EE | $7,207 | $5,240+37.6% | $6,426+12.2% | $3,470+107.7% |
| Admin fee / account holder | $15,998 | $5,519+189.9% | $9,284+72.3% | $4,888+227.3% |