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 | $137,467 | $112,096+22.6% | $95,952+43.3% | $158,922-13.5% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 15.85% | 171.09%-155.2pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $6,158 | $3,198+92.6% | $2,541+142.4% | $4,761+29.3% |
| Participant deferral / active EE | $16,353 | $4,784+241.8% | $4,167+292.4% | $5,982+173.4% |
| Admin fee / account holder | $11,491 | $10,130+13.4% | $6,795+69.1% | $11,246+2.2% |