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 | $136,643 | $72,404+88.7% | $110,238+24.0% | $64,186+112.9% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | -5.04% | -6.29%+1.3pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,214 | $2,282+40.9% | $3,826-16.0% | $2,381+35.0% |
| Participant deferral / active EE | $6,019 | $3,469+73.5% | $4,672+28.8% | $3,470+73.5% |
| Admin fee / account holder | $8,120 | $5,664+43.4% | $8,547-5.0% | $4,888+66.1% |