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 | $99,894 | $91,538+9.1% | $129,995-23.2% | $75,163+32.9% |
| Participation rate | 81.5% | 71.4%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 19.22% | -631.11%+650.3pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,400 | $2,845+19.5% | $4,320-21.3% | $2,670+27.3% |
| Participant deferral / active EE | $4,995 | $4,341+15.1% | $5,820-14.2% | $4,125+21.1% |
| Admin fee / account holder | $509 | $6,790-92.5% | $10,614-95.2% | $5,651-91.0% |