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 | $144,313 | $67,411+114.1% | $91,001+58.6% | $70,131+105.8% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 13.82% | -40.16%+54.0pp | 4.60%+9.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,863 | $1,786+4.3% | $2,456-24.1% | $2,342-20.4% |
| Participant deferral / active EE | $4,829 | $2,823+71.1% | $3,547+36.1% | $3,332+44.9% |
| Admin fee / account holder | $9,058 | $4,236+113.8% | $5,417+67.2% | $4,645+95.0% |