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 | $126,208 | $77,813+62.2% | $123,544+2.2% | $64,186+96.6% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -3.82% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,245 | $3,014+40.8% | $4,628-8.3% | $2,381+78.3% |
| Participant deferral / active EE | $11,908 | $5,240+127.3% | $6,426+85.3% | $3,470+243.2% |
| Admin fee / account holder | $25,378 | $5,519+359.9% | $9,284+173.4% | $4,888+419.2% |