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 | $97,778 | $82,664+18.3% | $125,339-22.0% | $68,494+42.8% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | 39.40% | -5.97%+45.4pp | 572.05%-532.6pp | -7.84%+47.2pp |
| Employer contribution / active EE | $1,284 | $3,381-62.0% | $4,814-73.3% | $2,596-50.6% |
| Participant deferral / active EE | $2,682 | $6,110-56.1% | $7,446-64.0% | $4,027-33.4% |
| Admin fee / account holder | $2,341 | $6,275-62.7% | $10,010-76.6% | $5,403-56.7% |