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 | $152,980 | $102,317+49.5% | $146,958+4.1% | $80,856+89.2% |
| Participation rate | 91.1% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 12.21% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,070 | $6,644+96.7% | $8,070+62.0% | $4,296+204.2% |
| Admin fee / account holder | $12,769 | $7,941+60.8% | $12,998-1.8% | $6,918+84.6% |