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 | $80,157 | $91,538-12.4% | $129,995-38.3% | $75,163+6.6% |
| Participation rate | 85.2% | 71.4%+13.8pp | 78.5%+6.8pp | 67.2%+18.1pp |
| Annual return | 18.14% | -631.11%+649.3pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $5,531 | $2,845+94.4% | $4,320+28.0% | $2,670+107.2% |
| Participant deferral / active EE | $2,280 | $4,341-47.5% | $5,820-60.8% | $4,125-44.7% |
| Admin fee / account holder | $8,617 | $6,790+26.9% | $10,614-18.8% | $5,651+52.5% |