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 | $63,473 | $91,538-30.7% | $129,995-51.2% | $75,163-15.6% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 14.77% | -631.11%+645.9pp | -137.18%+151.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,821 | $2,845-36.0% | $4,320-57.9% | $2,670-31.8% |
| Participant deferral / active EE | $4,198 | $4,341-3.3% | $5,820-27.9% | $4,125+1.8% |
| Admin fee / account holder | $12,096 | $6,790+78.1% | $10,614+14.0% | $5,651+114.1% |