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 | $173,379 | $91,538+89.4% | $129,995+33.4% | $75,163+130.7% |
| Participation rate | 93.8% | 71.4%+22.4pp | 78.5%+15.4pp | 67.2%+26.7pp |
| Annual return | 13.02% | -631.11%+644.1pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,136 | $2,845-60.1% | $4,320-73.7% | $2,670-57.5% |
| Participant deferral / active EE | $8,867 | $4,341+104.3% | $5,820+52.4% | $4,125+115.0% |
| Admin fee / account holder | $11,238 | $6,790+65.5% | $10,614+5.9% | $5,651+98.9% |