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 | $125,762 | $102,317+22.9% | $146,958-14.4% | $80,856+55.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 13.50% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,453 | $3,713+19.9% | $4,933-9.7% | $2,755+61.6% |
| Participant deferral / active EE | $14,209 | $6,644+113.9% | $8,070+76.1% | $4,296+230.8% |
| Admin fee / account holder | $12,801 | $7,941+61.2% | $12,998-1.5% | $6,918+85.0% |