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 | $128,532 | $91,538+40.4% | $129,995-1.1% | $75,163+71.0% |
| Participation rate | 76.7% | 71.4%+5.3pp | 78.5%-1.7pp | 67.2%+9.6pp |
| Annual return | 14.78% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,052 | $2,845+7.3% | $4,320-29.4% | $2,670+14.3% |
| Participant deferral / active EE | $7,829 | $4,341+80.3% | $5,820+34.5% | $4,125+89.8% |
| Admin fee / account holder | $8,520 | $6,790+25.5% | $10,614-19.7% | $5,651+50.8% |