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 | $130,952 | $77,813+68.3% | $123,544+6.0% | $64,186+104.0% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.2pp |
| Annual return | -4.34% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $10,982 | $3,014+264.4% | $4,628+137.3% | $2,381+361.3% |
| Participant deferral / active EE | $8,313 | $5,240+58.7% | $6,426+29.4% | $3,470+139.6% |
| Admin fee / account holder | $13,851 | $5,519+151.0% | $9,284+49.2% | $4,888+183.4% |