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 | $89,021 | $77,813+14.4% | $123,544-27.9% | $64,186+38.7% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,690 | $3,014+122.0% | $4,628+44.6% | $2,381+181.0% |
| Participant deferral / active EE | $6,605 | $5,240+26.1% | $6,426+2.8% | $3,470+90.4% |
| Admin fee / account holder | $6,906 | $5,519+25.1% | $9,284-25.6% | $4,888+41.3% |