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 | $93,411 | $91,538+2.0% | $129,995-28.1% | $75,163+24.3% |
| Participation rate | 75.9% | 71.4%+4.5pp | 78.5%-2.6pp | 67.2%+8.7pp |
| Annual return | 27.82% | -631.11%+658.9pp | -137.18%+165.0pp | 160.62%-132.8pp |
| Employer contribution / active EE | $3,863 | $2,845+35.8% | $4,320-10.6% | $2,670+44.7% |
| Participant deferral / active EE | $7,838 | $4,341+80.5% | $5,820+34.7% | $4,125+90.0% |
| Admin fee / account holder | $3,562 | $6,790-47.5% | $10,614-66.4% | $5,651-37.0% |