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 3-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 | $90,659 | $91,538-1.0% | $129,995-30.3% | $75,163+20.6% |
| Participation rate | 90.5% | 71.4%+19.0pp | 78.5%+12.0pp | 67.2%+23.3pp |
| Annual return | 15.94% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,614 | $2,845-8.1% | $4,320-39.5% | $2,670-2.1% |
| Participant deferral / active EE | $4,787 | $4,341+10.3% | $5,820-17.8% | $4,125+16.0% |
| Admin fee / account holder | $10,972 | $6,790+61.6% | $10,614+3.4% | $5,651+94.2% |