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 | $153,166 | $91,538+67.3% | $129,995+17.8% | $75,163+103.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.59% | -631.11%+653.7pp | -137.18%+159.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $3,901 | $2,845+37.1% | $4,320-9.7% | $2,670+46.1% |
| Participant deferral / active EE | $5,114 | $4,341+17.8% | $5,820-12.1% | $4,125+24.0% |
| Admin fee / account holder | $2,636 | $6,790-61.2% | $10,614-75.2% | $5,651-53.3% |