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 4-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 | $82,914 | $110,094-24.7% | $151,611-45.3% | $68,494+21.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | 297.54% | -10.12%+307.7pp | 3.33%+294.2pp | -7.84%+305.4pp |
| Employer contribution / active EE | $4,091 | $4,471-8.5% | $6,166-33.6% | $2,596+57.6% |
| Participant deferral / active EE | $9,317 | $6,527+42.7% | $8,363+11.4% | $4,027+131.3% |
| Admin fee / account holder | $3,189 | $7,719-58.7% | $11,616-72.5% | $5,403-41.0% |