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 | $36,224 | $91,538-60.4% | $129,995-72.1% | $75,163-51.8% |
| Participation rate | 88.1% | 71.4%+16.7pp | 78.5%+9.6pp | 67.2%+20.9pp |
| Annual return | 17.70% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,017 | $2,845-64.3% | $4,320-76.5% | $2,670-61.9% |
| Participant deferral / active EE | $5,162 | $4,341+18.9% | $5,820-11.3% | $4,125+25.1% |
| Admin fee / account holder | $11,728 | $6,790+72.7% | $10,614+10.5% | $5,651+107.5% |