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 | $104,546 | $77,813+34.4% | $123,544-15.4% | $64,186+62.9% |
| Participation rate | 98.9% | 74.7%+24.1pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | -1.39% | 12.48%-13.9pp | 119.20%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,921 | $3,014-3.1% | $4,628-36.9% | $2,381+22.7% |
| Participant deferral / active EE | $6,765 | $5,240+29.1% | $6,426+5.3% | $3,470+95.0% |
| Admin fee / account holder | $1,460 | $5,519-73.5% | $9,284-84.3% | $4,888-70.1% |