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 | $118,094 | $91,538+29.0% | $129,995-9.2% | $75,163+57.1% |
| Participation rate | 81.4% | 71.4%+10.0pp | 78.5%+2.9pp | 67.2%+14.2pp |
| Annual return | 16.40% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,864 | $2,845-34.5% | $4,320-56.8% | $2,670-30.2% |
| Participant deferral / active EE | $6,050 | $4,341+39.4% | $5,820+4.0% | $4,125+46.7% |
| Admin fee / account holder | $1,301 | $6,790-80.8% | $10,614-87.7% | $5,651-77.0% |