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 | $108,349 | $91,538+18.4% | $129,995-16.7% | $75,163+44.2% |
| Participation rate | 74.5% | 71.4%+3.1pp | 78.5%-4.0pp | 67.2%+7.3pp |
| Annual return | 13.06% | -631.11%+644.2pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,265 | $2,845-20.4% | $4,320-47.6% | $2,670-15.1% |
| Participant deferral / active EE | $5,180 | $4,341+19.3% | $5,820-11.0% | $4,125+25.6% |
| Admin fee / account holder | $25,595 | $6,790+276.9% | $10,614+141.1% | $5,651+352.9% |