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 6-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 | $104,334 | $102,317+2.0% | $146,958-29.0% | $80,856+29.0% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+5.9pp | 67.6%+20.5pp |
| Annual return | 13.05% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,613 | $3,713-29.6% | $4,933-47.0% | $2,755-5.2% |
| Participant deferral / active EE | $6,293 | $6,644-5.3% | $8,070-22.0% | $4,296+46.5% |
| Admin fee / account holder | $19,665 | $7,941+147.6% | $12,998+51.3% | $6,918+184.3% |