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 | $111,924 | $57,354+95.1% | $83,848+33.5% | $64,186+74.4% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -7.28% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,562 | $2,545+0.6% | $3,631-29.4% | $2,381+7.6% |
| Participant deferral / active EE | $4,418 | $2,993+47.6% | $4,082+8.2% | $3,470+27.3% |
| Admin fee / account holder | $498 | $4,046-87.7% | $5,478-90.9% | $4,888-89.8% |