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 | $126,660 | $91,538+38.4% | $129,995-2.6% | $75,163+68.5% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 15.55% | -631.11%+646.7pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,417 | $2,845+20.1% | $4,320-20.9% | $2,670+28.0% |
| Participant deferral / active EE | $5,163 | $4,341+18.9% | $5,820-11.3% | $4,125+25.2% |
| Admin fee / account holder | $5,229 | $6,790-23.0% | $10,614-50.7% | $5,651-7.5% |