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 | $129,030 | $102,317+26.1% | $146,958-12.2% | $80,856+59.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 15.31% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,164 | $3,713+39.1% | $4,933+4.7% | $2,755+87.4% |
| Participant deferral / active EE | $8,818 | $6,644+32.7% | $8,070+9.3% | $4,296+105.3% |
| Admin fee / account holder | $3,615 | $7,941-54.5% | $12,998-72.2% | $6,918-47.8% |