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 | $132,496 | $77,813+70.3% | $123,544+7.2% | $64,186+106.4% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -6.75% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,362 | $3,014+11.6% | $4,628-27.3% | $2,381+41.2% |
| Participant deferral / active EE | $7,053 | $5,240+34.6% | $6,426+9.8% | $3,470+103.3% |
| Admin fee / account holder | $2,392 | $5,519-56.7% | $9,284-74.2% | $4,888-51.1% |