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 | $129,702 | $94,529+37.2% | $140,016-7.4% | $64,186+102.1% |
| Participation rate | 92.6% | 84.1%+8.6pp | 87.5%+5.1pp | 69.6%+23.1pp |
| Annual return | -2.35% | 7.77%-10.1pp | 651.12%-653.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $4,119 | $3,812+8.0% | $5,606-26.5% | $2,381+73.0% |
| Participant deferral / active EE | $6,488 | $5,250+23.6% | $6,927-6.3% | $3,470+87.0% |
| Admin fee / account holder | $10,646 | $6,741+57.9% | $10,705-0.6% | $4,888+117.8% |