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 | $106,253 | $91,538+16.1% | $129,995-18.3% | $75,163+41.4% |
| Participation rate | 78.1% | 71.4%+6.7pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 13.32% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,734 | $2,845-39.1% | $4,320-59.9% | $2,670-35.1% |
| Participant deferral / active EE | $5,284 | $4,341+21.7% | $5,820-9.2% | $4,125+28.1% |
| Admin fee / account holder | $16,998 | $6,790+150.3% | $10,614+60.1% | $5,651+200.8% |