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 | $100,239 | $91,538+9.5% | $129,995-22.9% | $75,163+33.4% |
| Participation rate | 80.9% | 71.4%+9.4pp | 78.5%+2.4pp | 67.2%+13.7pp |
| Annual return | 18.97% | -631.11%+650.1pp | -137.18%+156.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,887 | $2,845-33.7% | $4,320-56.3% | $2,670-29.3% |
| Participant deferral / active EE | $2,897 | $4,341-33.3% | $5,820-50.2% | $4,125-29.8% |
| Admin fee / account holder | $11,790 | $6,790+73.6% | $10,614+11.1% | $5,651+108.6% |