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 | $118,607 | $72,404+63.8% | $110,238+7.6% | $64,186+84.8% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.2pp |
| Annual return | -7.06% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,143 | $2,282-6.1% | $3,826-44.0% | $2,381-10.0% |
| Participant deferral / active EE | $5,509 | $3,469+58.8% | $4,672+17.9% | $3,470+58.8% |
| Admin fee / account holder | $2,993 | $5,664-47.2% | $8,547-65.0% | $4,888-38.8% |