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 | $121,931 | $102,317+19.2% | $146,958-17.0% | $80,856+50.8% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,311 | $3,713+43.0% | $4,933+7.7% | $2,755+92.8% |
| Participant deferral / active EE | $2,727 | $6,644-59.0% | $8,070-66.2% | $4,296-36.5% |
| Admin fee / account holder | $2,067 | $7,941-74.0% | $12,998-84.1% | $6,918-70.1% |