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 | $162,850 | $91,538+77.9% | $129,995+25.3% | $75,163+116.7% |
| Participation rate | 71.1% | 71.4%-0.4pp | 78.5%-7.4pp | 67.2%+3.9pp |
| Annual return | 20.35% | -631.11%+651.5pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,774 | $2,845+32.7% | $4,320-12.6% | $2,670+41.4% |
| Participant deferral / active EE | $3,798 | $4,341-12.5% | $5,820-34.7% | $4,125-7.9% |
| Admin fee / account holder | $6,662 | $6,790-1.9% | $10,614-37.2% | $5,651+17.9% |