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 | $125,276 | $102,317+22.4% | $146,958-14.8% | $80,856+54.9% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 13.49% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $9,313 | $3,713+150.8% | $4,933+88.8% | $2,755+238.1% |
| Participant deferral / active EE | $6,740 | $6,644+1.5% | $8,070-16.5% | $4,296+56.9% |
| Admin fee / account holder | $4,183 | $7,941-47.3% | $12,998-67.8% | $6,918-39.5% |