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 | $124,465 | $69,977+77.9% | $108,579+14.6% | $62,891+97.9% |
| Participation rate | 93.3% | 72.9%+20.4pp | 79.6%+13.8pp | 69.3%+24.0pp |
| Annual return | 10.17% | 10.73%-0.6pp | -51.70%+61.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,159 | $2,135+48.0% | $3,758-15.9% | $2,281+38.5% |
| Participant deferral / active EE | $6,932 | $3,165+119.1% | $4,311+60.8% | $3,203+116.4% |
| Admin fee / account holder | $12,517 | $5,076+146.6% | $7,645+63.7% | $4,296+191.4% |