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 | $154,964 | $91,538+69.3% | $129,995+19.2% | $75,163+106.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.99% | -631.11%+644.1pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,773 | $2,845+32.6% | $4,320-12.6% | $2,670+41.3% |
| Participant deferral / active EE | $6,179 | $4,341+42.3% | $5,820+6.2% | $4,125+49.8% |
| Admin fee / account holder | $4,637 | $6,790-31.7% | $10,614-56.3% | $5,651-17.9% |