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 | $114,135 | $91,538+24.7% | $129,995-12.2% | $75,163+51.8% |
| Participation rate | 93.7% | 71.4%+22.2pp | 78.5%+15.2pp | 67.2%+26.5pp |
| Annual return | 16.52% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $992 | $2,845-65.1% | $4,320-77.0% | $2,670-62.8% |
| Participant deferral / active EE | $3,109 | $4,341-28.4% | $5,820-46.6% | $4,125-24.6% |
| Admin fee / account holder | $5,091 | $6,790-25.0% | $10,614-52.0% | $5,651-9.9% |