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 | $82,078 | $77,813+5.5% | $123,544-33.6% | $64,186+27.9% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | -4.32% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $8,563 | $3,014+184.1% | $4,628+85.0% | $2,381+259.7% |
| Participant deferral / active EE | $6,728 | $5,240+28.4% | $6,426+4.7% | $3,470+93.9% |
| Admin fee / account holder | $4,839 | $5,519-12.3% | $9,284-47.9% | $4,888-1.0% |