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 | $79,969 | $72,404+10.4% | $110,238-27.5% | $64,186+24.6% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.9pp |
| Annual return | 11.61% | -6.29%+17.9pp | 314.74%-303.1pp | 7.63%+4.0pp |
| Employer contribution / active EE | $2,260 | $2,282-0.9% | $3,826-40.9% | $2,381-5.1% |
| Participant deferral / active EE | $6,013 | $3,469+73.3% | $4,672+28.7% | $3,470+73.3% |
| Admin fee / account holder | $1,047 | $5,664-81.5% | $8,547-87.8% | $4,888-78.6% |