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 | $137,549 | $92,222+49.2% | $76,768+79.2% | $135,375+1.6% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -8.00% | 5.46%-13.5pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,688 | $3,216-47.5% | $2,485-32.1% | $4,779-64.7% |
| Participant deferral / active EE | $7,118 | $4,509+57.9% | $3,852+84.8% | $5,609+26.9% |
| Admin fee / account holder | $1,797 | $10,748-83.3% | $6,675-73.1% | $10,827-83.4% |