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 | $125,751 | $77,813+61.6% | $123,544+1.8% | $64,186+95.9% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -7.51% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,045 | $3,014-65.3% | $4,628-77.4% | $2,381-56.1% |
| Participant deferral / active EE | $7,171 | $5,240+36.8% | $6,426+11.6% | $3,470+106.7% |
| Admin fee / account holder | $10,990 | $5,519+99.1% | $9,284+18.4% | $4,888+124.8% |