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 | $108,335 | $63,346+71.0% | $92,233+17.5% | $70,131+54.5% |
| Participation rate | 90.1% | 68.7%+21.5pp | 76.5%+13.6pp | 69.5%+20.6pp |
| Annual return | 14.95% | 530.12%-515.2pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,165 | $2,854+10.9% | $3,897-18.8% | $3,332-5.0% |
| Admin fee / account holder | $2,194 | $3,840-42.9% | $5,194-57.8% | $4,645-52.8% |