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 | $126,012 | $91,538+37.7% | $129,995-3.1% | $75,163+67.7% |
| Participation rate | 98.7% | 71.4%+27.2pp | 78.5%+20.2pp | 67.2%+31.5pp |
| Annual return | 16.25% | -631.11%+647.4pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,972 | $2,845-30.7% | $4,320-54.4% | $2,670-26.1% |
| Participant deferral / active EE | $7,028 | $4,341+61.9% | $5,820+20.8% | $4,125+70.4% |
| Admin fee / account holder | $3,765 | $6,790-44.6% | $10,614-64.5% | $5,651-33.4% |