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 5-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 | $97,782 | $102,317-4.4% | $146,958-33.5% | $80,856+20.9% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 16.75% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $6,833 | $3,713+84.0% | $4,933+38.5% | $2,755+148.1% |
| Participant deferral / active EE | $7,316 | $6,644+10.1% | $8,070-9.3% | $4,296+70.3% |
| Admin fee / account holder | $1,001 | $7,941-87.4% | $12,998-92.3% | $6,918-85.5% |