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 | $102,382+33.0% | $147,005-7.4% | $80,874+68.3% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 14.54% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,717 | $3,715-26.9% | $4,934-44.9% | $2,756-1.4% |
| Participant deferral / active EE | $5,890 | $6,646-11.4% | $8,070-27.0% | $4,297+37.1% |
| Admin fee / account holder | $13,980 | $7,942+76.0% | $13,006+7.5% | $6,935+101.6% |