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 | $157,550 | $91,538+72.1% | $129,995+21.2% | $75,163+109.6% |
| Participation rate | 94.2% | 71.4%+22.8pp | 78.5%+15.7pp | 67.2%+27.0pp |
| Annual return | 18.71% | -631.11%+649.8pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,544 | $2,845-10.6% | $4,320-41.1% | $2,670-4.7% |
| Participant deferral / active EE | $8,930 | $4,341+105.7% | $5,820+53.4% | $4,125+116.5% |
| Admin fee / account holder | $3,395 | $6,790-50.0% | $10,614-68.0% | $5,651-39.9% |