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 | $141,167 | $102,317+38.0% | $146,958-3.9% | $80,856+74.6% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 16.80% | 134.76%-118.0pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $6,190 | $3,713+66.7% | $4,933+25.5% | $2,755+124.7% |
| Participant deferral / active EE | $8,532 | $6,644+28.4% | $8,070+5.7% | $4,296+98.6% |
| Admin fee / account holder | $2,526 | $7,941-68.2% | $12,998-80.6% | $6,918-63.5% |