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 5-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 | $132,755 | $91,538+45.0% | $129,995+2.1% | $75,163+76.6% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 14.20% | -631.11%+645.3pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,308 | $2,845+16.3% | $4,320-23.4% | $2,670+23.9% |
| Participant deferral / active EE | $8,327 | $4,341+91.8% | $5,820+43.1% | $4,125+101.9% |
| Admin fee / account holder | $21,840 | $6,790+221.6% | $10,614+105.8% | $5,651+286.5% |