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 | $117,320 | $77,813+50.8% | $123,544-5.0% | $64,186+82.8% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -4.77% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,456 | $3,014+14.7% | $4,628-25.3% | $2,381+45.1% |
| Participant deferral / active EE | $6,070 | $5,240+15.8% | $6,426-5.5% | $3,470+74.9% |
| Admin fee / account holder | $2,403 | $5,519-56.5% | $9,284-74.1% | $4,888-50.8% |