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 | $125,695 | $91,538+37.3% | $129,995-3.3% | $75,163+67.2% |
| Participation rate | 97.5% | 71.4%+26.0pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 15.62% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,399 | $2,845-50.8% | $4,320-67.6% | $2,670-47.6% |
| Participant deferral / active EE | $8,743 | $4,341+101.4% | $5,820+50.2% | $4,125+111.9% |
| Admin fee / account holder | $4,297 | $6,790-36.7% | $10,614-59.5% | $5,651-24.0% |