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 | $85,143 | $91,538-7.0% | $129,995-34.5% | $75,163+13.3% |
| Participation rate | 86.5% | 71.4%+15.1pp | 78.5%+8.1pp | 67.2%+19.3pp |
| Annual return | 20.91% | -631.11%+652.0pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $4,996 | $2,845+75.6% | $4,320+15.6% | $2,670+87.1% |
| Participant deferral / active EE | $12,168 | $4,341+180.3% | $5,820+109.1% | $4,125+195.0% |
| Admin fee / account holder | $695 | $6,790-89.8% | $10,614-93.5% | $5,651-87.7% |