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 | $83,069 | $82,978+0.1% | $129,995-36.1% | $71,457+16.2% |
| Participation rate | 88.8% | 74.1%+14.7pp | 78.5%+10.3pp | 67.9%+20.9pp |
| Annual return | 14.91% | 20.60%-5.7pp | -137.18%+152.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,747 | $2,622+4.8% | $4,320-36.4% | $2,588+6.1% |
| Participant deferral / active EE | $5,912 | $4,432+33.4% | $5,820+1.6% | $4,289+37.9% |
| Admin fee / account holder | $14,467 | $1,729+736.7% | $10,614+36.3% | $1,587+811.4% |