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 | $100,438 | $91,538+9.7% | $129,995-22.7% | $75,163+33.6% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 18.83% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,259 | $2,845+14.5% | $4,320-24.6% | $2,670+22.1% |
| Participant deferral / active EE | $5,892 | $4,341+35.7% | $5,820+1.2% | $4,125+42.8% |
| Admin fee / account holder | $8,932 | $6,790+31.5% | $10,614-15.8% | $5,651+58.1% |