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 | $119,319 | $91,538+30.3% | $129,995-8.2% | $75,163+58.7% |
| Participation rate | 72.2% | 71.4%+0.7pp | 78.5%-6.3pp | 67.2%+5.0pp |
| Annual return | 16.03% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,268 | $2,845+14.9% | $4,320-24.3% | $2,670+22.4% |
| Participant deferral / active EE | $6,745 | $4,341+55.4% | $5,820+15.9% | $4,125+63.5% |
| Admin fee / account holder | $613 | $6,790-91.0% | $10,614-94.2% | $5,651-89.1% |