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 | $41,378 | $91,538-54.8% | $129,995-68.2% | $75,163-44.9% |
| Participation rate | 77.8% | 71.4%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 23.11% | -631.11%+654.2pp | -137.18%+160.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $4,209 | $2,845+47.9% | $4,320-2.6% | $2,670+57.6% |
| Participant deferral / active EE | $11,738 | $4,341+170.4% | $5,820+101.7% | $4,125+184.6% |
| Admin fee / account holder | $1,795 | $6,790-73.6% | $10,614-83.1% | $5,651-68.2% |