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 | $162,071 | $129,217+25.4% | $93,406+73.5% | $158,922+2.0% |
| Participation rate | 83.3% | 71.0%+12.4pp | 66.8%+16.5pp | 82.0%+1.4pp |
| Annual return | 14.39% | 118.21%-103.8pp | 78.05%-63.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,011 | $2,711+11.0% | $2,075+45.1% | $4,761-36.8% |
| Participant deferral / active EE | $7,511 | $3,909+92.2% | $3,126+140.3% | $5,982+25.6% |
| Admin fee / account holder | $415 | $7,383-94.4% | $5,230-92.1% | $11,246-96.3% |