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 | $112,935 | $102,317+10.4% | $146,958-23.2% | $80,856+39.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 14.61% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $7,581 | $3,713+104.2% | $4,933+53.7% | $2,755+175.2% |
| Participant deferral / active EE | $6,995 | $6,644+5.3% | $8,070-13.3% | $4,296+62.8% |
| Admin fee / account holder | $1,175 | $7,941-85.2% | $12,998-91.0% | $6,918-83.0% |