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 | $117,487 | $102,317+14.8% | $146,958-20.1% | $80,856+45.3% |
| Participation rate | 87.7% | 75.8%+11.8pp | 82.2%+5.5pp | 67.6%+20.0pp |
| Annual return | 19.08% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $3,691 | $3,713-0.6% | $4,933-25.2% | $2,755+34.0% |
| Participant deferral / active EE | $11,832 | $6,644+78.1% | $8,070+46.6% | $4,296+175.4% |
| Admin fee / account holder | $14,723 | $7,941+85.4% | $12,998+13.3% | $6,918+112.8% |