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 | $105,214 | $77,813+35.2% | $123,544-14.8% | $64,186+63.9% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -6.46% | 12.48%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,025 | $3,014+0.4% | $4,628-34.6% | $2,381+27.1% |
| Participant deferral / active EE | $6,586 | $5,240+25.7% | $6,426+2.5% | $3,470+89.8% |
| Admin fee / account holder | $16,519 | $5,519+199.3% | $9,284+77.9% | $4,888+238.0% |