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 | $127,664 | $91,538+39.5% | $129,995-1.8% | $75,163+69.8% |
| Participation rate | 94.4% | 71.4%+22.9pp | 78.5%+15.9pp | 67.2%+27.2pp |
| Annual return | 14.42% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,023 | $2,845-28.9% | $4,320-53.2% | $2,670-24.2% |
| Participant deferral / active EE | $4,268 | $4,341-1.7% | $5,820-26.7% | $4,125+3.5% |
| Admin fee / account holder | $25,646 | $6,790+277.7% | $10,614+141.6% | $5,651+353.8% |