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 | $116,047 | $77,813+49.1% | $123,544-6.1% | $64,186+80.8% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.3pp |
| Annual return | -4.21% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,401 | $3,014-20.3% | $4,628-48.1% | $2,381+0.8% |
| Participant deferral / active EE | $8,622 | $5,240+64.6% | $6,426+34.2% | $3,470+148.5% |
| Admin fee / account holder | $12,456 | $5,519+125.7% | $9,284+34.2% | $4,888+154.8% |