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 | $115,671 | $102,317+13.1% | $146,958-21.3% | $80,856+43.1% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 17.17% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,546 | $3,713-58.4% | $4,933-68.7% | $2,755-43.9% |
| Participant deferral / active EE | $7,768 | $6,644+16.9% | $8,070-3.7% | $4,296+80.8% |
| Admin fee / account holder | $4,048 | $7,941-49.0% | $12,998-68.9% | $6,918-41.5% |