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 5-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 | $126,454 | $53,053+138.4% | $126,539-0.1% | $74,304+70.2% |
| Participation rate | 73.5% | 48.0%+25.5pp | 69.8%+3.7pp | 60.3%+13.2pp |
| Annual return | 0.00% | 29.46%-29.5pp | 425.95%-425.9pp | 29.43%-29.4pp |
| Employer contribution / active EE | $1,263 | $1,168+8.2% | $3,674-65.6% | $2,241-43.7% |
| Participant deferral / active EE | $2,233 | $2,303-3.0% | $4,083-45.3% | $3,767-40.7% |
| Admin fee / account holder | $1,388 | $3,698-62.5% | $6,065-77.1% | $2,969-53.2% |