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 6-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 | $125,386 | $71,883+74.4% | $86,677+44.7% | $68,494+83.1% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -8.80% | 3.52%-12.3pp | 35.91%-44.7pp | -7.84%-1.0pp |
| Employer contribution / active EE | $3,205 | $2,173+47.5% | $2,836+13.0% | $2,596+23.5% |
| Participant deferral / active EE | $6,775 | $3,779+79.3% | $4,656+45.5% | $4,027+68.2% |
| Admin fee / account holder | $7,205 | $6,112+17.9% | $7,493-3.8% | $5,403+33.4% |