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 | $133,011 | $69,977+90.1% | $108,579+22.5% | $62,891+111.5% |
| Participation rate | 76.1% | 72.9%+3.2pp | 79.6%-3.5pp | 69.3%+6.8pp |
| Annual return | 8.37% | 10.73%-2.4pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,895 | $2,135+35.6% | $3,758-23.0% | $2,281+26.9% |
| Participant deferral / active EE | $5,924 | $3,165+87.2% | $4,311+37.4% | $3,203+85.0% |
| Admin fee / account holder | $3,765 | $5,076-25.8% | $7,645-50.8% | $4,296-12.4% |