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 | $118,832 | $72,404+64.1% | $110,238+7.8% | $64,186+85.1% |
| Participation rate | 82.5% | 73.3%+9.1pp | 79.8%+2.6pp | 69.6%+12.9pp |
| Annual return | 5.21% | -6.29%+11.5pp | 314.74%-309.5pp | 7.63%-2.4pp |
| Employer contribution / active EE | $2,804 | $2,282+22.9% | $3,826-26.7% | $2,381+17.8% |
| Participant deferral / active EE | $3,477 | $3,469+0.2% | $4,672-25.6% | $3,470+0.2% |
| Admin fee / account holder | $1,082 | $5,664-80.9% | $8,547-87.3% | $4,888-77.9% |