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 | $107,035 | $91,538+16.9% | $129,995-17.7% | $75,163+42.4% |
| Participation rate | 95.8% | 71.4%+24.4pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 22.79% | -631.11%+653.9pp | -137.18%+160.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,754 | $2,845+67.1% | $4,320+10.1% | $2,670+78.1% |
| Participant deferral / active EE | $5,830 | $4,341+34.3% | $5,820+0.2% | $4,125+41.3% |
| Admin fee / account holder | $1,393 | $6,790-79.5% | $10,614-86.9% | $5,651-75.4% |