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 7-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 | $124,517 | $102,317+21.7% | $146,958-15.3% | $80,856+54.0% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 14.13% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,653 | $3,713-1.6% | $4,933-25.9% | $2,755+32.6% |
| Participant deferral / active EE | $9,239 | $6,644+39.1% | $8,070+14.5% | $4,296+115.1% |
| Admin fee / account holder | $3,962 | $7,941-50.1% | $12,998-69.5% | $6,918-42.7% |