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 | $151,571 | $102,317+48.1% | $146,958+3.1% | $80,856+87.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 17.07% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $6,862 | $3,713+84.8% | $4,933+39.1% | $2,755+149.1% |
| Participant deferral / active EE | $10,448 | $6,644+57.3% | $8,070+29.5% | $4,296+143.2% |
| Admin fee / account holder | $4,453 | $7,941-43.9% | $12,998-65.7% | $6,918-35.6% |