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 | $73,745 | $91,538-19.4% | $129,995-43.3% | $75,163-1.9% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 26.47% | -631.11%+657.6pp | -137.18%+163.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $4,136 | $2,845+45.4% | $4,320-4.3% | $2,670+54.9% |
| Participant deferral / active EE | $9,157 | $4,341+110.9% | $5,820+57.3% | $4,125+122.0% |
| Admin fee / account holder | $347 | $6,790-94.9% | $10,614-96.7% | $5,651-93.9% |