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 | $159,405 | $72,404+120.2% | $110,238+44.6% | $64,186+148.4% |
| Participation rate | 93.3% | 73.3%+19.9pp | 79.8%+13.4pp | 69.6%+23.7pp |
| Annual return | 39.45% | -6.29%+45.7pp | 314.74%-275.3pp | 7.63%+31.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,319 | $3,469-4.3% | $4,672-29.0% | $3,470-4.3% |
| Admin fee / account holder | $6,026 | $5,664+6.4% | $8,547-29.5% | $4,888+23.3% |