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 | $66,049 | $91,538-27.8% | $129,995-49.2% | $75,163-12.1% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 19.14% | -631.11%+650.3pp | -137.18%+156.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,879 | $2,845+1.2% | $4,320-33.4% | $2,670+7.8% |
| Participant deferral / active EE | $5,812 | $4,341+33.9% | $5,820-0.1% | $4,125+40.9% |
| Admin fee / account holder | $4,741 | $6,790-30.2% | $10,614-55.3% | $5,651-16.1% |