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 | $132,186 | $102,317+29.2% | $146,958-10.1% | $80,856+63.5% |
| Participation rate | 88.4% | 75.8%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 13.11% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,380 | $3,713-9.0% | $4,933-31.5% | $2,755+22.7% |
| Participant deferral / active EE | $8,156 | $6,644+22.8% | $8,070+1.1% | $4,296+89.9% |
| Admin fee / account holder | $10,065 | $7,941+26.7% | $12,998-22.6% | $6,918+45.5% |