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 | $81,779 | $77,813+5.1% | $123,544-33.8% | $64,186+27.4% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -6.61% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,906 | $3,014+29.6% | $4,628-15.6% | $2,381+64.1% |
| Participant deferral / active EE | $7,451 | $5,240+42.2% | $6,426+16.0% | $3,470+114.7% |
| Admin fee / account holder | $3,681 | $5,519-33.3% | $9,284-60.3% | $4,888-24.7% |