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 | $145,108 | $77,813+86.5% | $123,544+17.5% | $64,186+126.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -6.13% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,562 | $3,014+18.2% | $4,628-23.0% | $2,381+49.6% |
| Participant deferral / active EE | $8,145 | $5,240+55.4% | $6,426+26.8% | $3,470+134.8% |
| Admin fee / account holder | $15,554 | $5,519+181.8% | $9,284+67.5% | $4,888+218.2% |