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 5-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 | $103,758 | $91,538+13.3% | $129,995-20.2% | $75,163+38.0% |
| Participation rate | 83.8% | 71.4%+12.3pp | 78.5%+5.3pp | 67.2%+16.6pp |
| Annual return | 22.30% | -631.11%+653.4pp | -137.18%+159.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,874 | $2,845-34.2% | $4,320-56.6% | $2,670-29.8% |
| Participant deferral / active EE | $6,652 | $4,341+53.2% | $5,820+14.3% | $4,125+61.3% |
| Admin fee / account holder | $7,873 | $6,790+15.9% | $10,614-25.8% | $5,651+39.3% |