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 | $128,399 | $67,411+90.5% | $91,001+41.1% | $70,131+83.1% |
| Participation rate | 87.3% | 71.4%+15.9pp | 75.6%+11.7pp | 69.5%+17.7pp |
| Annual return | 15.67% | -40.16%+55.8pp | 4.60%+11.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $6,869 | $1,786+284.6% | $2,456+179.7% | $2,342+193.3% |
| Participant deferral / active EE | $3,608 | $2,823+27.8% | $3,547+1.7% | $3,332+8.3% |
| Admin fee / account holder | $5,053 | $4,236+19.3% | $5,417-6.7% | $4,645+8.8% |