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 | $130,984 | $102,317+28.0% | $146,958-10.9% | $80,856+62.0% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.33% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,160 | $3,713-14.9% | $4,933-35.9% | $2,755+14.7% |
| Participant deferral / active EE | $12,592 | $6,644+89.5% | $8,070+56.0% | $4,296+193.1% |
| Admin fee / account holder | $9,963 | $7,941+25.5% | $12,998-23.4% | $6,918+44.0% |