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 9-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 | $130,444 | $102,382+27.4% | $147,005-11.3% | $80,874+61.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.81% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $3,810 | $3,715+2.6% | $4,934-22.8% | $2,756+38.3% |
| Participant deferral / active EE | $10,903 | $6,646+64.0% | $8,070+35.1% | $4,297+153.7% |
| Admin fee / account holder | $9,364 | $7,942+17.9% | $13,006-28.0% | $6,935+35.0% |