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 | $76,856 | $91,538-16.0% | $129,995-40.9% | $75,163+2.3% |
| Participation rate | 77.3% | 71.4%+5.8pp | 78.5%-1.2pp | 67.2%+10.1pp |
| Annual return | 28.17% | -631.11%+659.3pp | -137.18%+165.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $1,961 | $2,845-31.1% | $4,320-54.6% | $2,670-26.6% |
| Participant deferral / active EE | $4,547 | $4,341+4.7% | $5,820-21.9% | $4,125+10.2% |
| Admin fee / account holder | $14,472 | $6,790+113.1% | $10,614+36.3% | $5,651+156.1% |