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 | $111,546 | $91,538+21.9% | $129,995-14.2% | $75,163+48.4% |
| Participation rate | 80.6% | 71.4%+9.1pp | 78.5%+2.1pp | 67.2%+13.4pp |
| Annual return | 13.69% | -631.11%+644.8pp | -137.18%+150.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,654 | $2,845-41.9% | $4,320-61.7% | $2,670-38.0% |
| Participant deferral / active EE | $7,076 | $4,341+63.0% | $5,820+21.6% | $4,125+71.5% |
| Admin fee / account holder | $2,723 | $6,790-59.9% | $10,614-74.3% | $5,651-51.8% |