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 | $62,466 | $63,703-1.9% | $93,063-32.9% | $82,448-24.2% |
| Participation rate | 91.4% | 63.8%+27.5pp | 72.1%+19.2pp | 68.1%+23.3pp |
| Annual return | 21.91% | -775.43%+797.3pp | 34.15%-12.2pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,232 | $1,729+29.1% | $2,476-9.9% | $2,551-12.5% |
| Participant deferral / active EE | $5,128 | $2,919+75.7% | $3,958+29.6% | $4,139+23.9% |
| Admin fee / account holder | $3,280 | $5,982-45.2% | $6,033-45.6% | $7,234-54.7% |