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 | $84,472 | $91,538-7.7% | $129,995-35.0% | $75,163+12.4% |
| Participation rate | 81.8% | 71.4%+10.4pp | 78.5%+3.3pp | 67.2%+14.6pp |
| Annual return | 14.92% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,421 | $2,845-14.9% | $4,320-43.9% | $2,670-9.3% |
| Participant deferral / active EE | $5,172 | $4,341+19.1% | $5,820-11.1% | $4,125+25.4% |
| Admin fee / account holder | $3,046 | $6,790-55.1% | $10,614-71.3% | $5,651-46.1% |