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 | $205,540 | $102,317+100.9% | $146,958+39.9% | $80,856+154.2% |
| Participation rate | 89.6% | 75.8%+13.7pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,983 | $3,713+7.3% | $4,933-19.3% | $2,755+44.6% |
| Participant deferral / active EE | $5,565 | $6,644-16.2% | $8,070-31.0% | $4,296+29.5% |
| Admin fee / account holder | $1,244 | $7,941-84.3% | $12,998-90.4% | $6,918-82.0% |