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 | $99,342 | $91,538+8.5% | $129,995-23.6% | $75,163+32.2% |
| Participation rate | 97.8% | 71.4%+26.3pp | 78.5%+19.3pp | 67.2%+30.6pp |
| Annual return | 21.09% | -631.11%+652.2pp | -137.18%+158.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,254 | $2,845-20.8% | $4,320-47.8% | $2,670-15.6% |
| Participant deferral / active EE | $6,270 | $4,341+44.4% | $5,820+7.7% | $4,125+52.0% |
| Admin fee / account holder | $10,824 | $6,790+59.4% | $10,614+2.0% | $5,651+91.5% |