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 | $152,640 | $91,538+66.8% | $129,995+17.4% | $75,163+103.1% |
| Participation rate | 97.6% | 71.4%+26.1pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 16.90% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,195 | $2,845-22.8% | $4,320-49.2% | $2,670-17.8% |
| Participant deferral / active EE | $3,763 | $4,341-13.3% | $5,820-35.3% | $4,125-8.8% |
| Admin fee / account holder | $65,216 | $6,790+860.4% | $10,614+514.4% | $5,651+1054.1% |