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 | $137,776 | $91,538+50.5% | $129,995+6.0% | $75,163+83.3% |
| Participation rate | 84.8% | 71.4%+13.4pp | 78.5%+6.4pp | 67.2%+17.7pp |
| Annual return | 16.46% | -631.11%+647.6pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,122 | $2,845+150.3% | $4,320+64.9% | $2,670+166.8% |
| Participant deferral / active EE | $5,469 | $4,341+26.0% | $5,820-6.0% | $4,125+32.6% |
| Admin fee / account holder | $2,624 | $6,790-61.4% | $10,614-75.3% | $5,651-53.6% |