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 | $152,847 | $91,538+67.0% | $129,995+17.6% | $75,163+103.4% |
| Participation rate | 93.9% | 71.4%+22.5pp | 78.5%+15.5pp | 67.2%+26.7pp |
| Annual return | 19.39% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $5,236 | $2,845+84.0% | $4,320+21.2% | $2,670+96.1% |
| Participant deferral / active EE | $3,521 | $4,341-18.9% | $5,820-39.5% | $4,125-14.6% |
| Admin fee / account holder | $3,567 | $6,790-47.5% | $10,614-66.4% | $5,651-36.9% |