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 | $96,298 | $91,538+5.2% | $129,995-25.9% | $75,163+28.1% |
| Participation rate | 89.1% | 71.4%+17.6pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 13.91% | -631.11%+645.0pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,709 | $2,845-4.8% | $4,320-37.3% | $2,670+1.5% |
| Participant deferral / active EE | $4,515 | $4,341+4.0% | $5,820-22.4% | $4,125+9.5% |
| Admin fee / account holder | $9,726 | $6,790+43.2% | $10,614-8.4% | $5,651+72.1% |