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 | $146,764 | $91,538+60.3% | $129,995+12.9% | $75,163+95.3% |
| Participation rate | 94.4% | 71.4%+23.0pp | 78.5%+16.0pp | 67.2%+27.3pp |
| Annual return | 24.53% | -631.11%+655.6pp | -137.18%+161.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $5,668 | $2,845+99.2% | $4,320+31.2% | $2,670+112.3% |
| Participant deferral / active EE | $4,420 | $4,341+1.8% | $5,820-24.0% | $4,125+7.2% |
| Admin fee / account holder | $11,707 | $6,790+72.4% | $10,614+10.3% | $5,651+107.2% |