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 | $85,321 | $91,538-6.8% | $129,995-34.4% | $75,163+13.5% |
| Participation rate | 90.2% | 71.4%+18.8pp | 78.5%+11.7pp | 67.2%+23.0pp |
| Annual return | 14.39% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $5,765 | $2,845+102.6% | $4,320+33.5% | $2,670+115.9% |
| Participant deferral / active EE | $7,188 | $4,341+65.6% | $5,820+23.5% | $4,125+74.2% |
| Admin fee / account holder | $4,115 | $6,790-39.4% | $10,614-61.2% | $5,651-27.2% |