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 | $140,920 | $81,208+73.5% | $98,907+42.5% | $79,858+76.5% |
| Participation rate | 76.9% | 72.5%+4.4pp | 76.0%+0.9pp | 69.6%+7.3pp |
| Annual return | 18.39% | 60.99%-42.6pp | 196.43%-178.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $684 | $1,960-65.1% | $2,689-74.5% | $2,471-72.3% |
| Participant deferral / active EE | $4,286 | $3,265+31.3% | $4,244+1.0% | $3,740+14.6% |
| Admin fee / account holder | $10,228 | $6,013+70.1% | $6,642+54.0% | $5,306+92.7% |