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 | $114,987 | $91,538+25.6% | $129,995-11.5% | $75,163+53.0% |
| Participation rate | 86.8% | 71.4%+15.4pp | 78.5%+8.4pp | 67.2%+19.7pp |
| Annual return | 14.12% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,980 | $2,845-30.4% | $4,320-54.2% | $2,670-25.8% |
| Participant deferral / active EE | $4,467 | $4,341+2.9% | $5,820-23.2% | $4,125+8.3% |
| Admin fee / account holder | $17,393 | $6,790+156.1% | $10,614+63.9% | $5,651+207.8% |