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 | $115,606 | $91,538+26.3% | $129,995-11.1% | $75,163+53.8% |
| Participation rate | 96.7% | 71.4%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 14.15% | -631.11%+645.3pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $5,664 | $2,845+99.1% | $4,320+31.1% | $2,670+112.1% |
| Participant deferral / active EE | $3,487 | $4,341-19.7% | $5,820-40.1% | $4,125-15.5% |
| Admin fee / account holder | $6,133 | $6,790-9.7% | $10,614-42.2% | $5,651+8.5% |