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 4-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 | $132,171 | $102,317+29.2% | $146,958-10.1% | $80,856+63.5% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 24.44% | 134.76%-110.3pp | 418.34%-393.9pp | 35.59%-11.1pp |
| Employer contribution / active EE | $10,466 | $3,713+181.9% | $4,933+112.2% | $2,755+279.9% |
| Participant deferral / active EE | $21,387 | $6,644+221.9% | $8,070+165.0% | $4,296+397.9% |
| Admin fee / account holder | $1,494 | $7,941-81.2% | $12,998-88.5% | $6,918-78.4% |