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 | $115,443 | $102,317+12.8% | $146,958-21.4% | $80,856+42.8% |
| Participation rate | 77.3% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 14.30% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,121 | $3,713+11.0% | $4,933-16.5% | $2,755+49.6% |
| Participant deferral / active EE | $7,918 | $6,644+19.2% | $8,070-1.9% | $4,296+84.3% |
| Admin fee / account holder | $959 | $7,941-87.9% | $12,998-92.6% | $6,918-86.1% |