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 | $144,958 | $91,538+58.4% | $129,995+11.5% | $75,163+92.9% |
| Participation rate | 73.6% | 71.4%+2.1pp | 78.5%-4.9pp | 67.2%+6.4pp |
| Annual return | 15.62% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,874 | $2,845+1.0% | $4,320-33.5% | $2,670+7.6% |
| Participant deferral / active EE | $5,772 | $4,341+33.0% | $5,820-0.8% | $4,125+39.9% |
| Admin fee / account holder | $6,633 | $6,790-2.3% | $10,614-37.5% | $5,651+17.4% |