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 | $156,118 | $102,317+52.6% | $146,958+6.2% | $80,856+93.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 14.81% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,579 | $3,713-3.6% | $4,933-27.4% | $2,755+29.9% |
| Participant deferral / active EE | $9,498 | $6,644+43.0% | $8,070+17.7% | $4,296+121.1% |
| Admin fee / account holder | $25,193 | $7,941+217.2% | $12,998+93.8% | $6,918+264.2% |