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 | $149,141 | $83,902+77.8% | $167,512-11.0% | $84,808+75.9% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 14.13% | 91.55%-77.4pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,414 | $2,264+6.7% | $3,882-37.8% | $2,631-8.2% |
| Participant deferral / active EE | $7,004 | $4,442+57.7% | $6,405+9.4% | $4,212+66.3% |
| Admin fee / account holder | $6,111 | $7,915-22.8% | $9,769-37.4% | $7,344-16.8% |