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 | $74,637 | $91,538-18.5% | $129,995-42.6% | $75,163-0.7% |
| Participation rate | 91.3% | 71.4%+19.9pp | 78.5%+12.8pp | 67.2%+24.1pp |
| Annual return | 15.23% | -631.11%+646.3pp | -137.18%+152.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,843 | $2,845-35.2% | $4,320-57.3% | $2,670-31.0% |
| Participant deferral / active EE | $4,146 | $4,341-4.5% | $5,820-28.8% | $4,125+0.5% |
| Admin fee / account holder | $6,433 | $6,790-5.3% | $10,614-39.4% | $5,651+13.8% |