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 | $57,708 | $91,538-37.0% | $129,995-55.6% | $75,163-23.2% |
| Participation rate | 94.1% | 71.4%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 15.76% | -631.11%+646.9pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,709 | $2,845-4.8% | $4,320-37.3% | $2,670+1.5% |
| Participant deferral / active EE | $2,565 | $4,341-40.9% | $5,820-55.9% | $4,125-37.8% |
| Admin fee / account holder | $7,098 | $6,790+4.5% | $10,614-33.1% | $5,651+25.6% |