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 | $162,652 | $91,538+77.7% | $129,995+25.1% | $75,163+116.4% |
| Participation rate | 78.0% | 71.4%+6.6pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 28.96% | -631.11%+660.1pp | -137.18%+166.1pp | 160.62%-131.7pp |
| Employer contribution / active EE | $2,538 | $2,845-10.8% | $4,320-41.2% | $2,670-4.9% |
| Participant deferral / active EE | $4,528 | $4,341+4.3% | $5,820-22.2% | $4,125+9.8% |
| Admin fee / account holder | $10,305 | $6,790+51.8% | $10,614-2.9% | $5,651+82.4% |