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 | $106,624 | $77,813+37.0% | $123,544-13.7% | $64,186+66.1% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.3%+5.8pp | 69.6%+18.5pp |
| Annual return | -3.57% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $7,222 | $3,014+139.6% | $4,628+56.1% | $2,381+203.3% |
| Participant deferral / active EE | $10,979 | $5,240+109.5% | $6,426+70.9% | $3,470+216.4% |
| Admin fee / account holder | $17,752 | $5,519+221.7% | $9,284+91.2% | $4,888+263.2% |