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 | $99,562 | $91,538+8.8% | $129,995-23.4% | $75,163+32.5% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 14.75% | -631.11%+645.9pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,954 | $2,845+3.8% | $4,320-31.6% | $2,670+10.6% |
| Participant deferral / active EE | $4,591 | $4,341+5.8% | $5,820-21.1% | $4,125+11.3% |
| Admin fee / account holder | $10,817 | $6,790+59.3% | $10,614+1.9% | $5,651+91.4% |