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 | $117,560 | $91,538+28.4% | $129,995-9.6% | $75,163+56.4% |
| Participation rate | 73.3% | 71.4%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 18.92% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,068 | $2,845+7.8% | $4,320-29.0% | $2,670+14.9% |
| Participant deferral / active EE | $4,094 | $4,341-5.7% | $5,820-29.6% | $4,125-0.7% |
| Admin fee / account holder | $2,788 | $6,790-58.9% | $10,614-73.7% | $5,651-50.7% |