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 | $124,750 | $72,404+72.3% | $110,238+13.2% | $64,186+94.4% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+26.0pp |
| Annual return | -6.57% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,494 | $2,282+9.3% | $3,826-34.8% | $2,381+4.7% |
| Participant deferral / active EE | $5,909 | $3,469+70.3% | $4,672+26.5% | $3,470+70.3% |
| Admin fee / account holder | $6,768 | $5,664+19.5% | $8,547-20.8% | $4,888+38.5% |