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 | $204,654 | $102,317+100.0% | $146,958+39.3% | $80,856+153.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 19.89% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,539 | $3,713-58.5% | $4,933-68.8% | $2,755-44.1% |
| Participant deferral / active EE | $9,669 | $6,644+45.5% | $8,070+19.8% | $4,296+125.1% |
| Admin fee / account holder | $15,246 | $7,941+92.0% | $12,998+17.3% | $6,918+120.4% |