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 | $118,715 | $91,538+29.7% | $129,995-8.7% | $75,163+57.9% |
| Participation rate | 90.4% | 71.4%+18.9pp | 78.5%+11.9pp | 67.2%+23.2pp |
| Annual return | 16.03% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,527 | $2,845-11.2% | $4,320-41.5% | $2,670-5.4% |
| Participant deferral / active EE | $5,717 | $4,341+31.7% | $5,820-1.8% | $4,125+38.6% |
| Admin fee / account holder | $1,315 | $6,790-80.6% | $10,614-87.6% | $5,651-76.7% |