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 | $142,360 | $91,538+55.5% | $129,995+9.5% | $75,163+89.4% |
| Participation rate | 78.9% | 71.4%+7.5pp | 78.5%+0.5pp | 67.2%+11.8pp |
| Annual return | 15.63% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,063 | $4,341+39.7% | $5,820+4.2% | $4,125+47.0% |
| Admin fee / account holder | $574 | $6,790-91.5% | $10,614-94.6% | $5,651-89.8% |