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 | $118,661 | $91,538+29.6% | $129,995-8.7% | $75,163+57.9% |
| Participation rate | 78.6% | 71.4%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 14.57% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,675 | $4,341-15.4% | $5,820-36.9% | $4,125-10.9% |
| Admin fee / account holder | $3,374 | $6,790-50.3% | $10,614-68.2% | $5,651-40.3% |