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 | $167,729 | $91,538+83.2% | $129,995+29.0% | $75,163+123.2% |
| Participation rate | 97.8% | 71.4%+26.4pp | 78.5%+19.4pp | 67.2%+30.7pp |
| Annual return | 18.03% | -631.11%+649.1pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,004 | $2,845+40.7% | $4,320-7.3% | $2,670+50.0% |
| Participant deferral / active EE | $4,453 | $4,341+2.6% | $5,820-23.5% | $4,125+8.0% |
| Admin fee / account holder | $9,902 | $6,790+45.8% | $10,614-6.7% | $5,651+75.2% |