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 | $136,123 | $102,317+33.0% | $146,958-7.4% | $80,856+68.4% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,717 | $3,713-26.8% | $4,933-44.9% | $2,755-1.4% |
| Participant deferral / active EE | $5,890 | $6,644-11.3% | $8,070-27.0% | $4,296+37.1% |
| Admin fee / account holder | $13,980 | $7,941+76.0% | $12,998+7.6% | $6,918+102.1% |