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 | $124,014 | $67,411+84.0% | $91,001+36.3% | $70,131+76.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.05% | -40.16%+57.2pp | 4.60%+12.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,190 | $1,786+22.6% | $2,456-10.8% | $2,342-6.5% |
| Participant deferral / active EE | $3,942 | $2,823+39.6% | $3,547+11.1% | $3,332+18.3% |
| Admin fee / account holder | $2,177 | $4,236-48.6% | $5,417-59.8% | $4,645-53.1% |