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 | $90,966 | $91,538-0.6% | $129,995-30.0% | $75,163+21.0% |
| Participation rate | 93.2% | 71.4%+21.8pp | 78.5%+14.7pp | 67.2%+26.0pp |
| Annual return | 22.40% | -631.11%+653.5pp | -137.18%+159.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,807 | $2,845-1.3% | $4,320-35.0% | $2,670+5.1% |
| Participant deferral / active EE | $6,753 | $4,341+55.6% | $5,820+16.0% | $4,125+63.7% |
| Admin fee / account holder | $2,431 | $6,790-64.2% | $10,614-77.1% | $5,651-57.0% |