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 | $100,839 | $57,354+75.8% | $83,848+20.3% | $64,186+57.1% |
| Participation rate | 92.0% | 68.6%+23.4pp | 76.1%+15.9pp | 69.6%+22.4pp |
| Annual return | -6.53% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $10,171 | $2,545+299.6% | $3,631+180.1% | $2,381+327.2% |
| Participant deferral / active EE | $5,857 | $2,993+95.7% | $4,082+43.5% | $3,470+68.8% |
| Admin fee / account holder | $2,990 | $4,046-26.1% | $5,478-45.4% | $4,888-38.8% |