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 4-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 | $124,824 | $71,883+73.6% | $86,677+44.0% | $68,494+82.2% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -11.35% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,978 | $2,173+37.1% | $2,836+5.0% | $2,596+14.7% |
| Participant deferral / active EE | $9,811 | $3,779+159.6% | $4,656+110.7% | $4,027+143.6% |
| Admin fee / account holder | $6,973 | $6,112+14.1% | $7,493-6.9% | $5,403+29.1% |