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 | $108,327 | $91,538+18.3% | $129,995-16.7% | $75,163+44.1% |
| Participation rate | 97.8% | 71.4%+26.4pp | 78.5%+19.3pp | 67.2%+30.6pp |
| Annual return | 13.72% | -631.11%+644.8pp | -137.18%+150.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,322 | $2,845+51.9% | $4,320+0.1% | $2,670+61.9% |
| Participant deferral / active EE | $4,100 | $4,341-5.5% | $5,820-29.5% | $4,125-0.6% |
| Admin fee / account holder | $13,717 | $6,790+102.0% | $10,614+29.2% | $5,651+142.7% |