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 | $126,898 | $91,538+38.6% | $129,995-2.4% | $75,163+68.8% |
| Participation rate | 93.1% | 71.4%+21.7pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 16.72% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,109 | $2,845-25.9% | $4,320-51.2% | $2,670-21.0% |
| Participant deferral / active EE | $4,456 | $4,341+2.6% | $5,820-23.4% | $4,125+8.0% |
| Admin fee / account holder | $20,321 | $6,790+199.3% | $10,614+91.4% | $5,651+259.6% |