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 | $118,328 | $67,411+75.5% | $91,001+30.0% | $70,131+68.7% |
| Participation rate | 82.7% | 71.4%+11.4pp | 75.6%+7.1pp | 69.5%+13.2pp |
| Annual return | 14.00% | -40.16%+54.2pp | 4.60%+9.4pp | 73.14%-59.1pp |
| Employer contribution / active EE | $4,131 | $1,786+131.3% | $2,456+68.2% | $2,342+76.3% |
| Participant deferral / active EE | $3,385 | $2,823+19.9% | $3,547-4.6% | $3,332+1.6% |
| Admin fee / account holder | $8,565 | $4,236+102.2% | $5,417+58.1% | $4,645+84.4% |