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 | $136,357 | $91,538+49.0% | $129,995+4.9% | $75,163+81.4% |
| Participation rate | 77.8% | 71.4%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 12.96% | -631.11%+644.1pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,417 | $2,845-15.1% | $4,320-44.0% | $2,670-9.5% |
| Participant deferral / active EE | $5,779 | $4,341+33.1% | $5,820-0.7% | $4,125+40.1% |
| Admin fee / account holder | $15,715 | $6,790+131.4% | $10,614+48.0% | $5,651+178.1% |