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 | $79,580 | $91,538-13.1% | $129,995-38.8% | $75,163+5.9% |
| Participation rate | 89.5% | 71.4%+18.0pp | 78.5%+11.0pp | 67.2%+22.3pp |
| Annual return | 15.14% | -631.11%+646.3pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,409 | $4,341-21.5% | $5,820-41.4% | $4,125-17.4% |
| Admin fee / account holder | $3,332 | $6,790-50.9% | $10,614-68.6% | $5,651-41.0% |