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 | $54,365 | $91,538-40.6% | $129,995-58.2% | $75,163-27.7% |
| Participation rate | 93.3% | 71.4%+21.9pp | 78.5%+14.8pp | 67.2%+26.1pp |
| Annual return | 22.49% | -631.11%+653.6pp | -137.18%+159.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $3,138 | $2,845+10.3% | $4,320-27.4% | $2,670+17.5% |
| Participant deferral / active EE | $9,955 | $4,341+129.3% | $5,820+71.1% | $4,125+141.3% |
| Admin fee / account holder | $1,379 | $6,790-79.7% | $10,614-87.0% | $5,651-75.6% |