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 | $70,197 | $91,538-23.3% | $129,995-46.0% | $75,163-6.6% |
| Participation rate | 94.1% | 71.4%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 17.41% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,352 | $2,845+53.0% | $4,320+0.8% | $2,670+63.0% |
| Participant deferral / active EE | $4,541 | $4,341+4.6% | $5,820-22.0% | $4,125+10.1% |
| Admin fee / account holder | $1,150 | $6,790-83.1% | $10,614-89.2% | $5,651-79.7% |