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 | $134,542 | $102,317+31.5% | $146,958-8.4% | $80,856+66.4% |
| Participation rate | 86.6% | 75.8%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 18.21% | 134.76%-116.6pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $6,144 | $3,713+65.5% | $4,933+24.6% | $2,755+123.0% |
| Participant deferral / active EE | $13,865 | $6,644+108.7% | $8,070+71.8% | $4,296+222.8% |
| Admin fee / account holder | $8,919 | $7,941+12.3% | $12,998-31.4% | $6,918+28.9% |