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 | $111,043 | $77,813+42.7% | $123,544-10.1% | $64,186+73.0% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -6.65% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,357 | $3,014+11.4% | $4,628-27.5% | $2,381+41.0% |
| Participant deferral / active EE | $10,603 | $5,240+102.4% | $6,426+65.0% | $3,470+205.6% |
| Admin fee / account holder | $504 | $5,519-90.9% | $9,284-94.6% | $4,888-89.7% |