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 | $107,001 | $91,538+16.9% | $129,995-17.7% | $75,163+42.4% |
| Participation rate | 88.2% | 71.4%+16.8pp | 78.5%+9.7pp | 67.2%+21.0pp |
| Annual return | 16.27% | -631.11%+647.4pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,602 | $2,845-8.5% | $4,320-39.8% | $2,670-2.5% |
| Participant deferral / active EE | $5,754 | $4,341+32.5% | $5,820-1.1% | $4,125+39.5% |
| Admin fee / account holder | $8,101 | $6,790+19.3% | $10,614-23.7% | $5,651+43.4% |