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 | $154,882 | $91,538+69.2% | $129,995+19.1% | $75,163+106.1% |
| Participation rate | 98.7% | 71.4%+27.3pp | 78.5%+20.2pp | 67.2%+31.5pp |
| Annual return | 19.01% | -631.11%+650.1pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,298 | $2,845+15.9% | $4,320-23.7% | $2,670+23.5% |
| Participant deferral / active EE | $5,831 | $4,341+34.3% | $5,820+0.2% | $4,125+41.4% |
| Admin fee / account holder | $8,310 | $6,790+22.4% | $10,614-21.7% | $5,651+47.1% |