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 | $153,884 | $102,317+50.4% | $146,958+4.7% | $80,856+90.3% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 14.63% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,021 | $3,713-72.5% | $4,933-79.3% | $2,755-63.0% |
| Participant deferral / active EE | $14,041 | $6,644+111.3% | $8,070+74.0% | $4,296+226.8% |
| Admin fee / account holder | $9,158 | $7,941+15.3% | $12,998-29.5% | $6,918+32.4% |