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 | $116,668 | $77,813+49.9% | $123,544-5.6% | $64,186+81.8% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.7pp | 69.6%+16.4pp |
| Annual return | -6.63% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,764 | $3,014-8.3% | $4,628-40.3% | $2,381+16.1% |
| Participant deferral / active EE | $9,205 | $5,240+75.7% | $6,426+43.3% | $3,470+165.3% |
| Admin fee / account holder | $5,589 | $5,519+1.3% | $9,284-39.8% | $4,888+14.3% |