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 | $80,831 | $67,411+19.9% | $91,001-11.2% | $70,131+15.3% |
| Participation rate | 97.7% | 71.4%+26.4pp | 75.6%+22.1pp | 69.5%+28.2pp |
| Annual return | 19.55% | -40.16%+59.7pp | 4.60%+14.9pp | 73.14%-53.6pp |
| Employer contribution / active EE | $3,563 | $1,786+99.5% | $2,456+45.1% | $2,342+52.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,128 | $4,236-73.4% | $5,417-79.2% | $4,645-75.7% |