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 | $141,178 | $91,538+54.2% | $129,995+8.6% | $75,163+87.8% |
| Participation rate | 72.0% | 71.4%+0.5pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 20.66% | -631.11%+651.8pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,227 | $2,845-21.7% | $4,320-48.4% | $2,670-16.6% |
| Participant deferral / active EE | $5,985 | $4,341+37.9% | $5,820+2.8% | $4,125+45.1% |
| Admin fee / account holder | $20,934 | $6,790+208.3% | $10,614+97.2% | $5,651+270.4% |