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 | $162,808 | $91,538+77.9% | $129,995+25.2% | $75,163+116.6% |
| Participation rate | 86.8% | 71.4%+15.4pp | 78.5%+8.4pp | 67.2%+19.7pp |
| Annual return | 16.25% | -631.11%+647.4pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,768 | $2,845+32.4% | $4,320-12.8% | $2,670+41.1% |
| Participant deferral / active EE | $5,307 | $4,341+22.2% | $5,820-8.8% | $4,125+28.6% |
| Admin fee / account holder | $1,973 | $6,790-70.9% | $10,614-81.4% | $5,651-65.1% |