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 3-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 | $121,417 | $102,317+18.7% | $146,958-17.4% | $80,856+50.2% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 35.55% | 134.76%-99.2pp | 418.34%-382.8pp | 35.59%0pp |
| Employer contribution / active EE | $3,216 | $3,713-13.4% | $4,933-34.8% | $2,755+16.7% |
| Participant deferral / active EE | $10,582 | $6,644+59.3% | $8,070+31.1% | $4,296+146.3% |
| Admin fee / account holder | $1,965 | $7,941-75.3% | $12,998-84.9% | $6,918-71.6% |