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 | $108,454 | $107,334+1.0% | $92,893+16.8% | $152,861-29.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 18.78% | 145.58%-126.8pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,328 | $4,221-68.5% | $3,653-63.6% | $4,762-72.1% |
| Participant deferral / active EE | $2,036 | $4,845-58.0% | $4,236-51.9% | $5,850-65.2% |
| Admin fee / account holder | $1,013 | $7,079-85.7% | $5,794-82.5% | $11,596-91.3% |