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 | $76,344 | $91,538-16.6% | $129,995-41.3% | $75,163+1.6% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 13.90% | -631.11%+645.0pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,511 | $2,845-11.7% | $4,320-41.9% | $2,670-5.9% |
| Participant deferral / active EE | $4,919 | $4,341+13.3% | $5,820-15.5% | $4,125+19.2% |
| Admin fee / account holder | $630 | $6,790-90.7% | $10,614-94.1% | $5,651-88.9% |