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 | $76,595 | $91,538-16.3% | $129,995-41.1% | $75,163+1.9% |
| Participation rate | 98.5% | 71.4%+27.0pp | 78.5%+20.0pp | 67.2%+31.3pp |
| Annual return | 14.50% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,787 | $2,845-2.0% | $4,320-35.5% | $2,670+4.4% |
| Participant deferral / active EE | $6,615 | $4,341+52.4% | $5,820+13.7% | $4,125+60.4% |
| Admin fee / account holder | $2,416 | $6,790-64.4% | $10,614-77.2% | $5,651-57.2% |