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 | $102,873 | $91,538+12.4% | $129,995-20.9% | $75,163+36.9% |
| Participation rate | 76.2% | 71.4%+4.8pp | 78.5%-2.3pp | 67.2%+9.0pp |
| Annual return | 20.60% | -631.11%+651.7pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $979 | $2,845-65.6% | $4,320-77.3% | $2,670-63.3% |
| Participant deferral / active EE | $2,801 | $4,341-35.5% | $5,820-51.9% | $4,125-32.1% |
| Admin fee / account holder | $6,214 | $6,790-8.5% | $10,614-41.5% | $5,651+10.0% |