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 | $92,156 | $91,538+0.7% | $129,995-29.1% | $75,163+22.6% |
| Participation rate | 73.3% | 71.4%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 13.02% | -631.11%+644.1pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,218 | $2,845-22.1% | $4,320-48.7% | $2,670-16.9% |
| Participant deferral / active EE | $4,174 | $4,341-3.9% | $5,820-28.3% | $4,125+1.2% |
| Admin fee / account holder | $9,780 | $6,790+44.0% | $10,614-7.9% | $5,651+73.1% |