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 | $196,450 | $91,538+114.6% | $129,995+51.1% | $75,163+161.4% |
| Participation rate | 82.9% | 71.4%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 18.56% | -631.11%+649.7pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,983 | $2,845+40.0% | $4,320-7.8% | $2,670+49.2% |
| Participant deferral / active EE | $10,692 | $4,341+146.3% | $5,820+83.7% | $4,125+159.2% |
| Admin fee / account holder | $2,540 | $6,790-62.6% | $10,614-76.1% | $5,651-55.1% |