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 | $124,811 | $72,177+72.9% | $115,037+8.5% | $59,632+109.3% |
| Participation rate | 74.2% | 72.6%+1.6pp | 81.4%-7.2pp | 68.7%+5.5pp |
| Annual return | -0.12% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $5,880 | $2,841+107.0% | $4,608+27.6% | $2,203+167.0% |
| Participant deferral / active EE | $5,741 | $4,783+20.0% | $6,026-4.7% | $3,192+79.9% |
| Admin fee / account holder | $5,293 | $4,927+7.4% | $8,175-35.3% | $4,297+23.2% |