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 | $128,408 | $91,538+40.3% | $129,995-1.2% | $75,163+70.8% |
| Participation rate | 86.7% | 71.4%+15.3pp | 78.5%+8.3pp | 67.2%+19.6pp |
| Annual return | 23.02% | -631.11%+654.1pp | -137.18%+160.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $19,277 | $2,845+577.5% | $4,320+346.3% | $2,670+622.0% |
| Participant deferral / active EE | $4,327 | $4,341-0.3% | $5,820-25.7% | $4,125+4.9% |
| Admin fee / account holder | $3,892 | $6,790-42.7% | $10,614-63.3% | $5,651-31.1% |