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 | $136,325 | $102,317+33.2% | $146,958-7.2% | $80,856+68.6% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 14.38% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,251 | $3,713+14.5% | $4,933-13.8% | $2,755+54.3% |
| Participant deferral / active EE | $6,635 | $6,644-0.1% | $8,070-17.8% | $4,296+54.5% |
| Admin fee / account holder | $2,611 | $7,941-67.1% | $12,998-79.9% | $6,918-62.3% |