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 | $132,032 | $63,703+107.3% | $93,063+41.9% | $82,448+60.1% |
| Participation rate | 85.4% | 63.8%+21.5pp | 72.1%+13.3pp | 68.1%+17.3pp |
| Annual return | 16.95% | -775.43%+792.4pp | 34.15%-17.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $5,670 | $1,729+228.0% | $2,476+129.0% | $2,551+122.3% |
| Participant deferral / active EE | $5,973 | $2,919+104.6% | $3,958+50.9% | $4,139+44.3% |
| Admin fee / account holder | $1,422 | $5,982-76.2% | $6,033-76.4% | $7,234-80.3% |