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 | $209,681 | $131,829+59.1% | $108,579+93.1% | $273,961-23.5% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 7.73% | -91.57%+99.3pp | -51.70%+59.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,358 | $4,912+49.8% | $3,758+95.8% | $4,869+51.1% |
| Participant deferral / active EE | $6,543 | $5,127+27.6% | $4,311+51.8% | $5,287+23.8% |
| Admin fee / account holder | $3,125 | $10,252-69.5% | $7,645-59.1% | $10,132-69.2% |