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 | $198,896 | $91,538+117.3% | $129,995+53.0% | $75,163+164.6% |
| Participation rate | 88.4% | 71.4%+16.9pp | 78.5%+9.9pp | 67.2%+21.2pp |
| Annual return | 14.75% | -631.11%+645.9pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,353 | $2,845+17.9% | $4,320-22.4% | $2,670+25.6% |
| Participant deferral / active EE | $8,160 | $4,341+88.0% | $5,820+40.2% | $4,125+97.8% |
| Admin fee / account holder | $2,227 | $6,790-67.2% | $10,614-79.0% | $5,651-60.6% |