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 | $138,826 | $102,317+35.7% | $146,958-5.5% | $80,856+71.7% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 31.34% | 134.76%-103.4pp | 418.34%-387.0pp | 35.59%-4.3pp |
| Employer contribution / active EE | $7,990 | $3,713+115.2% | $4,933+62.0% | $2,755+190.0% |
| Participant deferral / active EE | $8,263 | $6,644+24.4% | $8,070+2.4% | $4,296+92.3% |
| Admin fee / account holder | $4,628 | $7,941-41.7% | $12,998-64.4% | $6,918-33.1% |