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 6-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 | $116,466 | $102,317+13.8% | $146,958-20.7% | $80,856+44.0% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.6pp | 67.6%+11.9pp |
| Annual return | 13.50% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,151 | $3,713+38.7% | $4,933+4.4% | $2,755+87.0% |
| Participant deferral / active EE | $10,490 | $6,644+57.9% | $8,070+30.0% | $4,296+144.2% |
| Admin fee / account holder | $1,800 | $7,941-77.3% | $12,998-86.2% | $6,918-74.0% |