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 | $102,382+25.3% | $147,005-12.7% | $80,874+58.6% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 16.19% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $3,913 | $3,715+5.3% | $4,934-20.7% | $2,756+42.0% |
| Participant deferral / active EE | $10,426 | $6,646+56.9% | $8,070+29.2% | $4,297+142.6% |
| Admin fee / account holder | $8,975 | $7,942+13.0% | $13,006-31.0% | $6,935+29.4% |