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 | $115,432 | $91,538+26.1% | $129,995-11.2% | $75,163+53.6% |
| Participation rate | 89.1% | 71.4%+17.7pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 14.42% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $4,773 | $2,845+67.7% | $4,320+10.5% | $2,670+78.8% |
| Participant deferral / active EE | $5,451 | $4,341+25.6% | $5,820-6.3% | $4,125+32.1% |
| Admin fee / account holder | $1,596 | $6,790-76.5% | $10,614-85.0% | $5,651-71.8% |