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 | $64,031 | $91,538-30.0% | $129,995-50.7% | $75,163-14.8% |
| Participation rate | 80.2% | 71.4%+8.8pp | 78.5%+1.8pp | 67.2%+13.1pp |
| Annual return | 32.73% | -631.11%+663.8pp | -137.18%+169.9pp | 160.62%-127.9pp |
| Employer contribution / active EE | $3,299 | $2,845+16.0% | $4,320-23.6% | $2,670+23.6% |
| Participant deferral / active EE | $7,701 | $4,341+77.4% | $5,820+32.3% | $4,125+86.7% |
| Admin fee / account holder | $2,968 | $6,790-56.3% | $10,614-72.0% | $5,651-47.5% |