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 | $81,456 | $102,317-20.4% | $146,958-44.6% | $80,856+0.7% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 13.01% | 134.76%-121.8pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,630 | $3,713-2.2% | $4,933-26.4% | $2,755+31.8% |
| Participant deferral / active EE | $9,185 | $6,644+38.3% | $8,070+13.8% | $4,296+113.8% |
| Admin fee / account holder | $2,367 | $7,941-70.2% | $12,998-81.8% | $6,918-65.8% |