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 7-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 | $128,282 | $102,317+25.4% | $146,958-12.7% | $80,856+58.7% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 16.19% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,913 | $3,713+5.4% | $4,933-20.7% | $2,755+42.1% |
| Participant deferral / active EE | $10,426 | $6,644+56.9% | $8,070+29.2% | $4,296+142.7% |
| Admin fee / account holder | $8,975 | $7,941+13.0% | $12,998-31.0% | $6,918+29.7% |