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 | $74,961 | $91,538-18.1% | $129,995-42.3% | $75,163-0.3% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 16.87% | -631.11%+648.0pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,447 | $2,845+21.2% | $4,320-20.2% | $2,670+29.1% |
| Participant deferral / active EE | $4,198 | $4,341-3.3% | $5,820-27.9% | $4,125+1.8% |
| Admin fee / account holder | $433 | $6,790-93.6% | $10,614-95.9% | $5,651-92.3% |