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 | $104,396 | $102,317+2.0% | $146,958-29.0% | $80,856+29.1% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 14.03% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,127 | $3,713+11.2% | $4,933-16.3% | $2,755+49.8% |
| Participant deferral / active EE | $5,111 | $6,644-23.1% | $8,070-36.7% | $4,296+19.0% |
| Admin fee / account holder | $5,395 | $7,941-32.1% | $12,998-58.5% | $6,918-22.0% |