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 | $130,265 | $91,538+42.3% | $129,995+0.2% | $75,163+73.3% |
| Participation rate | 82.9% | 71.4%+11.5pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 15.45% | -631.11%+646.6pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,655 | $2,845-41.8% | $4,320-61.7% | $2,670-38.0% |
| Participant deferral / active EE | $3,570 | $4,341-17.8% | $5,820-38.7% | $4,125-13.5% |
| Admin fee / account holder | $7,536 | $6,790+11.0% | $10,614-29.0% | $5,651+33.4% |