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 | $139,920 | $77,813+79.8% | $123,544+13.3% | $64,186+118.0% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.3%+12.6pp | 69.6%+25.3pp |
| Annual return | -6.69% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,946 | $3,014-2.3% | $4,628-36.3% | $2,381+23.7% |
| Participant deferral / active EE | $5,894 | $5,240+12.5% | $6,426-8.3% | $3,470+69.9% |
| Admin fee / account holder | $13,815 | $5,519+150.3% | $9,284+48.8% | $4,888+182.6% |