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 | $156,316 | $102,317+52.8% | $146,958+6.4% | $80,856+93.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 13.50% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,734 | $3,713-26.4% | $4,933-44.6% | $2,755-0.8% |
| Participant deferral / active EE | $6,792 | $6,644+2.2% | $8,070-15.8% | $4,296+58.1% |
| Admin fee / account holder | $14,257 | $7,941+79.5% | $12,998+9.7% | $6,918+106.1% |