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 | $43,550 | $91,538-52.4% | $129,995-66.5% | $75,163-42.1% |
| Participation rate | 84.3% | 71.4%+12.9pp | 78.5%+5.8pp | 67.2%+17.1pp |
| Annual return | 16.82% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,309 | $2,845+51.4% | $4,320-0.2% | $2,670+61.4% |
| Participant deferral / active EE | $2,438 | $4,341-43.8% | $5,820-58.1% | $4,125-40.9% |
| Admin fee / account holder | $5,328 | $6,790-21.5% | $10,614-49.8% | $5,651-5.7% |