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 | $130,688 | $91,538+42.8% | $129,995+0.5% | $75,163+73.9% |
| Participation rate | 85.4% | 71.4%+14.0pp | 78.5%+6.9pp | 67.2%+18.2pp |
| Annual return | 26.79% | -631.11%+657.9pp | -137.18%+164.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $6,051 | $2,845+112.7% | $4,320+40.1% | $2,670+126.7% |
| Participant deferral / active EE | $8,952 | $4,341+106.2% | $5,820+53.8% | $4,125+117.0% |
| Admin fee / account holder | $1,644 | $6,790-75.8% | $10,614-84.5% | $5,651-70.9% |