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 | $122,125 | $77,813+56.9% | $123,544-1.1% | $64,186+90.3% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -3.86% | 12.48%-16.3pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,741 | $3,014+24.1% | $4,628-19.2% | $2,381+57.1% |
| Participant deferral / active EE | $10,134 | $5,240+93.4% | $6,426+57.7% | $3,470+192.1% |
| Admin fee / account holder | $15,392 | $5,519+178.9% | $9,284+65.8% | $4,888+214.9% |