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 | $116,537 | $77,813+49.8% | $123,544-5.7% | $64,186+81.6% |
| Participation rate | 76.4% | 74.7%+1.7pp | 82.3%-5.9pp | 69.6%+6.8pp |
| Annual return | -6.36% | 12.48%-18.8pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,678 | $3,014+22.0% | $4,628-20.5% | $2,381+54.5% |
| Participant deferral / active EE | $5,634 | $5,240+7.5% | $6,426-12.3% | $3,470+62.4% |
| Admin fee / account holder | $16,154 | $5,519+192.7% | $9,284+74.0% | $4,888+230.5% |