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 | $89,381 | $102,317-12.6% | $146,958-39.2% | $80,856+10.5% |
| Participation rate | 89.9% | 75.8%+14.0pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 13.37% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,984 | $3,713+7.3% | $4,933-19.2% | $2,755+44.6% |
| Participant deferral / active EE | $13,640 | $6,644+105.3% | $8,070+69.0% | $4,296+217.5% |
| Admin fee / account holder | $5,142 | $7,941-35.2% | $12,998-60.4% | $6,918-25.7% |