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 | $194,407 | $91,538+112.4% | $129,995+49.5% | $75,163+158.6% |
| Participation rate | 83.0% | 71.4%+11.6pp | 78.5%+4.5pp | 67.2%+15.8pp |
| Annual return | 14.64% | -631.11%+645.8pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,716 | $2,845-39.7% | $4,320-60.3% | $2,670-35.7% |
| Participant deferral / active EE | $3,397 | $4,341-21.8% | $5,820-41.6% | $4,125-17.7% |
| Admin fee / account holder | $5,174 | $6,790-23.8% | $10,614-51.3% | $5,651-8.4% |