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 | $116,660 | $77,813+49.9% | $123,544-5.6% | $64,186+81.8% |
| Participation rate | 95.5% | 74.7%+20.8pp | 82.3%+13.2pp | 69.6%+26.0pp |
| Annual return | -6.07% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,132 | $3,014+3.9% | $4,628-32.3% | $2,381+31.6% |
| Participant deferral / active EE | $4,684 | $5,240-10.6% | $6,426-27.1% | $3,470+35.0% |
| Admin fee / account holder | $18,486 | $5,519+235.0% | $9,284+99.1% | $4,888+278.2% |