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 | $64,426 | $91,538-29.6% | $129,995-50.4% | $75,163-14.3% |
| Participation rate | 91.1% | 71.4%+19.7pp | 78.5%+12.6pp | 67.2%+23.9pp |
| Annual return | 13.37% | -631.11%+644.5pp | -137.18%+150.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,521 | $2,845+23.7% | $4,320-18.5% | $2,670+31.9% |
| Participant deferral / active EE | $3,980 | $4,341-8.3% | $5,820-31.6% | $4,125-3.5% |
| Admin fee / account holder | $4,353 | $6,790-35.9% | $10,614-59.0% | $5,651-23.0% |