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 | $119,629 | $77,813+53.7% | $123,544-3.2% | $64,186+86.4% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -2.08% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $3,509 | $3,014+16.4% | $4,628-24.2% | $2,381+47.4% |
| Participant deferral / active EE | $6,447 | $5,240+23.0% | $6,426+0.3% | $3,470+85.8% |
| Admin fee / account holder | $7,435 | $5,519+34.7% | $9,284-19.9% | $4,888+52.1% |