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 | $136,326 | $102,317+33.2% | $146,958-7.2% | $80,856+68.6% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,846 | $3,713+3.6% | $4,933-22.0% | $2,755+39.6% |
| Participant deferral / active EE | $8,157 | $6,644+22.8% | $8,070+1.1% | $4,296+89.9% |
| Admin fee / account holder | $8,257 | $7,941+4.0% | $12,998-36.5% | $6,918+19.4% |