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 | $138,853 | $91,538+51.7% | $129,995+6.8% | $75,163+84.7% |
| Participation rate | 83.0% | 71.4%+11.5pp | 78.5%+4.5pp | 67.2%+15.8pp |
| Annual return | 14.71% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,045 | $2,845+42.2% | $4,320-6.4% | $2,670+51.5% |
| Participant deferral / active EE | $7,379 | $4,341+70.0% | $5,820+26.8% | $4,125+78.9% |
| Admin fee / account holder | $2,040 | $6,790-70.0% | $10,614-80.8% | $5,651-63.9% |