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 | $68,832 | $102,382-32.8% | $147,005-53.2% | $80,874-14.9% |
| Participation rate | 89.6% | 75.8%+13.7pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 15.01% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $3,798 | $3,715+2.2% | $4,934-23.0% | $2,756+37.8% |
| Participant deferral / active EE | $12,041 | $6,646+81.2% | $8,070+49.2% | $4,297+180.2% |
| Admin fee / account holder | $1,527 | $7,942-80.8% | $13,006-88.3% | $6,935-78.0% |