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 | $129,661 | $102,317+26.7% | $146,958-11.8% | $80,856+60.4% |
| Participation rate | 91.1% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 13.41% | 134.76%-121.4pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,679 | $3,713-27.8% | $4,933-45.7% | $2,755-2.7% |
| Participant deferral / active EE | $8,182 | $6,644+23.2% | $8,070+1.4% | $4,296+90.5% |
| Admin fee / account holder | $12,539 | $7,941+57.9% | $12,998-3.5% | $6,918+81.3% |