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 | $157,346 | $91,538+71.9% | $129,995+21.0% | $75,163+109.3% |
| Participation rate | 85.3% | 71.4%+13.9pp | 78.5%+6.8pp | 67.2%+18.1pp |
| Annual return | 26.88% | -631.11%+658.0pp | -137.18%+164.1pp | 160.62%-133.7pp |
| Employer contribution / active EE | $1,772 | $2,845-37.7% | $4,320-59.0% | $2,670-33.6% |
| Participant deferral / active EE | $3,246 | $4,341-25.2% | $5,820-44.2% | $4,125-21.3% |
| Admin fee / account holder | $4,377 | $6,790-35.5% | $10,614-58.8% | $5,651-22.6% |