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 | $118,247 | $102,317+15.6% | $146,958-19.5% | $80,856+46.2% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.2%+0.1pp | 67.6%+14.6pp |
| Annual return | 13.83% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,645 | $3,713-1.8% | $4,933-26.1% | $2,755+32.3% |
| Participant deferral / active EE | $7,391 | $6,644+11.3% | $8,070-8.4% | $4,296+72.1% |
| Admin fee / account holder | $5,311 | $7,941-33.1% | $12,998-59.1% | $6,918-23.2% |