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 | $126,799 | $77,813+63.0% | $123,544+2.6% | $64,186+97.6% |
| Participation rate | 93.1% | 74.7%+18.3pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -5.84% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,844 | $3,014-38.8% | $4,628-60.2% | $2,381-22.6% |
| Participant deferral / active EE | $14,915 | $5,240+184.7% | $6,426+132.1% | $3,470+329.9% |
| Admin fee / account holder | $6,131 | $5,519+11.1% | $9,284-34.0% | $4,888+25.4% |