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 | $148,927 | $102,317+45.6% | $146,958+1.3% | $80,856+84.2% |
| Participation rate | 85.1% | 75.8%+9.2pp | 82.2%+2.9pp | 67.6%+17.4pp |
| Annual return | 14.10% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,803 | $3,713+2.4% | $4,933-22.9% | $2,755+38.1% |
| Participant deferral / active EE | $11,561 | $6,644+74.0% | $8,070+43.3% | $4,296+169.1% |
| Admin fee / account holder | $9,165 | $7,941+15.4% | $12,998-29.5% | $6,918+32.5% |