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 | $135,511 | $91,538+48.0% | $129,995+4.2% | $75,163+80.3% |
| Participation rate | 85.1% | 71.4%+13.7pp | 78.5%+6.6pp | 67.2%+17.9pp |
| Annual return | 17.33% | -631.11%+648.4pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,906 | $2,845-33.0% | $4,320-55.9% | $2,670-28.6% |
| Participant deferral / active EE | $6,356 | $4,341+46.4% | $5,820+9.2% | $4,125+54.1% |
| Admin fee / account holder | $4,492 | $6,790-33.9% | $10,614-57.7% | $5,651-20.5% |