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 | $111,819 | $91,538+22.2% | $129,995-14.0% | $75,163+48.8% |
| Participation rate | 88.0% | 71.4%+16.6pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 16.51% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,801 | $2,845+33.6% | $4,320-12.0% | $2,670+42.4% |
| Participant deferral / active EE | $5,725 | $4,341+31.9% | $5,820-1.6% | $4,125+38.8% |
| Admin fee / account holder | $3,100 | $6,790-54.3% | $10,614-70.8% | $5,651-45.1% |