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 | $126,080 | $102,317+23.2% | $146,958-14.2% | $80,856+55.9% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 15.28% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $8,155 | $3,713+119.6% | $4,933+65.3% | $2,755+196.0% |
| Participant deferral / active EE | $14,391 | $6,644+116.6% | $8,070+78.3% | $4,296+235.0% |
| Admin fee / account holder | $19,047 | $7,941+139.9% | $12,998+46.5% | $6,918+175.3% |