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 | $133,185 | $72,404+83.9% | $110,238+20.8% | $64,186+107.5% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.2pp |
| Annual return | -6.75% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,629 | $2,282+15.2% | $3,826-31.3% | $2,381+10.4% |
| Participant deferral / active EE | $5,439 | $3,469+56.8% | $4,672+16.4% | $3,470+56.8% |
| Admin fee / account holder | $5,884 | $5,664+3.9% | $8,547-31.2% | $4,888+20.4% |