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 | $77,950 | $91,538-14.8% | $129,995-40.0% | $75,163+3.7% |
| Participation rate | 81.8% | 71.4%+10.4pp | 78.5%+3.3pp | 67.2%+14.6pp |
| Annual return | 15.17% | -631.11%+646.3pp | -137.18%+152.3pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,276 | $2,845-55.2% | $4,320-70.5% | $2,670-52.2% |
| Participant deferral / active EE | $3,625 | $4,341-16.5% | $5,820-37.7% | $4,125-12.1% |
| Admin fee / account holder | $13,019 | $6,790+91.7% | $10,614+22.7% | $5,651+130.4% |