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 8-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 | $135,856 | $102,317+32.8% | $146,958-7.6% | $80,856+68.0% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 18.61% | 134.76%-116.2pp | 418.34%-399.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $5,858 | $3,713+57.8% | $4,933+18.7% | $2,755+112.6% |
| Participant deferral / active EE | $19,068 | $6,644+187.0% | $8,070+136.3% | $4,296+343.9% |
| Admin fee / account holder | $16,012 | $7,941+101.6% | $12,998+23.2% | $6,918+131.5% |