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 | $129,729 | $77,813+66.7% | $123,544+5.0% | $64,186+102.1% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -7.22% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,461 | $3,014+14.8% | $4,628-25.2% | $2,381+45.4% |
| Participant deferral / active EE | $8,267 | $5,240+57.8% | $6,426+28.7% | $3,470+138.3% |
| Admin fee / account holder | $3,767 | $5,519-31.7% | $9,284-59.4% | $4,888-22.9% |