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 | $135,437 | $78,422+72.7% | $95,952+41.2% | $79,858+69.6% |
| Participation rate | 74.1% | 73.5%+0.6pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 13.63% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,749 | $1,945-10.1% | $2,541-31.2% | $2,471-29.2% |
| Participant deferral / active EE | $4,701 | $3,440+36.7% | $4,167+12.8% | $3,740+25.7% |
| Admin fee / account holder | $1,391 | $5,622-75.3% | $6,795-79.5% | $5,306-73.8% |