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 | $161,458 | $91,538+76.4% | $129,995+24.2% | $75,163+114.8% |
| Participation rate | 96.2% | 71.4%+24.7pp | 78.5%+17.7pp | 67.2%+29.0pp |
| Annual return | 15.67% | -631.11%+646.8pp | -137.18%+152.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,472 | $2,845-13.1% | $4,320-42.8% | $2,670-7.4% |
| Participant deferral / active EE | $7,703 | $4,341+77.5% | $5,820+32.4% | $4,125+86.7% |
| Admin fee / account holder | $2,220 | $6,790-67.3% | $10,614-79.1% | $5,651-60.7% |