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 | $122,267 | $91,538+33.6% | $129,995-5.9% | $75,163+62.7% |
| Participation rate | 85.0% | 71.4%+13.6pp | 78.5%+6.5pp | 67.2%+17.8pp |
| Annual return | 17.40% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,271 | $2,845-55.3% | $4,320-70.6% | $2,670-52.4% |
| Participant deferral / active EE | $4,322 | $4,341-0.4% | $5,820-25.7% | $4,125+4.8% |
| Admin fee / account holder | $15,096 | $6,790+122.3% | $10,614+42.2% | $5,651+167.1% |