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 | $118,712 | $71,883+65.1% | $86,677+37.0% | $68,494+73.3% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -10.96% | 3.52%-14.5pp | 35.91%-46.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,671 | $2,173+69.0% | $2,836+29.4% | $2,596+41.4% |
| Participant deferral / active EE | $4,550 | $3,779+20.4% | $4,656-2.3% | $4,027+13.0% |
| Admin fee / account holder | $10,785 | $6,112+76.5% | $7,493+43.9% | $5,403+99.6% |