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 | $127,894 | $91,538+39.7% | $129,995-1.6% | $75,163+70.2% |
| Participation rate | 96.6% | 71.4%+25.1pp | 78.5%+18.1pp | 67.2%+29.4pp |
| Annual return | 17.11% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,897 | $2,845+107.2% | $4,320+36.5% | $2,670+120.9% |
| Participant deferral / active EE | $7,518 | $4,341+73.2% | $5,820+29.2% | $4,125+82.3% |
| Admin fee / account holder | $6,947 | $6,790+2.3% | $10,614-34.6% | $5,651+22.9% |