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 | $126,153 | $69,515+81.5% | $86,874+45.2% | $85,850+46.9% |
| Participation rate | 73.9% | 66.3%+7.6pp | 71.6%+2.3pp | 69.3%+4.6pp |
| Annual return | 11.73% | 20.12%-8.4pp | 63.52%-51.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,434 | $2,919+120.4% | $3,699+73.9% | $3,952+62.8% |
| Admin fee / account holder | $17,695 | $5,972+196.3% | $5,828+203.6% | $6,260+182.7% |