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 | $95,417 | $81,900+16.5% | $119,609-20.2% | $68,494+39.3% |
| Participation rate | 98.7% | 71.9%+26.8pp | 79.3%+19.5pp | 67.9%+30.8pp |
| Annual return | 13.78% | -23.82%+37.6pp | -14.97%+28.8pp | -7.84%+21.6pp |
| Employer contribution / active EE | $7,114 | $2,693+164.1% | $4,232+68.1% | $2,596+174.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,327 | $6,582-34.3% | $10,323-58.1% | $5,403-19.9% |