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 | $135,997 | $102,317+32.9% | $146,958-7.5% | $80,856+68.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.04% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $7,877 | $3,713+112.1% | $4,933+59.7% | $2,755+185.9% |
| Participant deferral / active EE | $14,641 | $6,644+120.4% | $8,070+81.4% | $4,296+240.8% |
| Admin fee / account holder | $5,515 | $7,941-30.5% | $12,998-57.6% | $6,918-20.3% |