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 6-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 | $104,837 | $102,317+2.5% | $146,958-28.7% | $80,856+29.7% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 12.22% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $7,441 | $3,713+100.4% | $4,933+50.8% | $2,755+170.1% |
| Participant deferral / active EE | $16,924 | $6,644+154.7% | $8,070+109.7% | $4,296+294.0% |
| Admin fee / account holder | $17,811 | $7,941+124.3% | $12,998+37.0% | $6,918+157.5% |