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 | $140,098 | $91,538+53.0% | $129,995+7.8% | $75,163+86.4% |
| Participation rate | 79.5% | 71.4%+8.0pp | 78.5%+1.0pp | 67.2%+12.3pp |
| Annual return | 21.33% | -631.11%+652.4pp | -137.18%+158.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $4,046 | $2,845+42.2% | $4,320-6.3% | $2,670+51.5% |
| Participant deferral / active EE | $11,733 | $4,341+170.3% | $5,820+101.6% | $4,125+184.4% |
| Admin fee / account holder | $16,691 | $6,790+145.8% | $10,614+57.2% | $5,651+195.4% |