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 | $127,635 | $72,404+76.3% | $110,238+15.8% | $64,186+98.9% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | -6.17% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,079 | $2,282+34.9% | $3,826-19.5% | $2,381+29.3% |
| Participant deferral / active EE | $3,543 | $3,469+2.1% | $4,672-24.2% | $3,470+2.1% |
| Admin fee / account holder | $2,322 | $5,664-59.0% | $8,547-72.8% | $4,888-52.5% |