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 | $100,240 | $91,538+9.5% | $129,995-22.9% | $75,163+33.4% |
| Participation rate | 95.9% | 71.4%+24.5pp | 78.5%+17.4pp | 67.2%+28.7pp |
| Annual return | 16.14% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,563 | $2,845-9.9% | $4,320-40.7% | $2,670-4.0% |
| Participant deferral / active EE | $2,684 | $4,341-38.2% | $5,820-53.9% | $4,125-34.9% |
| Admin fee / account holder | $9,967 | $6,790+46.8% | $10,614-6.1% | $5,651+76.4% |