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 | $134,633 | $102,382+31.5% | $147,005-8.4% | $80,874+66.5% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 13.45% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $5,118 | $3,715+37.8% | $4,934+3.7% | $2,756+85.7% |
| Participant deferral / active EE | $9,646 | $6,646+45.1% | $8,070+19.5% | $4,297+124.5% |
| Admin fee / account holder | $6,725 | $7,942-15.3% | $13,006-48.3% | $6,935-3.0% |