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 | $124,203 | $91,538+35.7% | $129,995-4.5% | $75,163+65.2% |
| Participation rate | 75.7% | 71.4%+4.2pp | 78.5%-2.8pp | 67.2%+8.5pp |
| Annual return | 28.07% | -631.11%+659.2pp | -137.18%+165.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $1,426 | $2,845-49.9% | $4,320-67.0% | $2,670-46.6% |
| Participant deferral / active EE | $2,215 | $4,341-49.0% | $5,820-61.9% | $4,125-46.3% |
| Admin fee / account holder | $3,074 | $6,790-54.7% | $10,614-71.0% | $5,651-45.6% |