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 | $119,459 | $91,538+30.5% | $129,995-8.1% | $75,163+58.9% |
| Participation rate | 87.9% | 71.4%+16.4pp | 78.5%+9.4pp | 67.2%+20.7pp |
| Annual return | 15.98% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,248 | $2,845-56.1% | $4,320-71.1% | $2,670-53.3% |
| Participant deferral / active EE | $9,153 | $4,341+110.8% | $5,820+57.3% | $4,125+121.9% |
| Admin fee / account holder | $884 | $6,790-87.0% | $10,614-91.7% | $5,651-84.3% |