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 | $80,573 | $91,538-12.0% | $129,995-38.0% | $75,163+7.2% |
| Participation rate | 77.1% | 71.4%+5.7pp | 78.5%-1.4pp | 67.2%+9.9pp |
| Annual return | 19.37% | -631.11%+650.5pp | -137.18%+156.5pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,531 | $2,845-11.0% | $4,320-41.4% | $2,670-5.2% |
| Participant deferral / active EE | $5,391 | $4,341+24.2% | $5,820-7.4% | $4,125+30.7% |
| Admin fee / account holder | $5,226 | $6,790-23.0% | $10,614-50.8% | $5,651-7.5% |