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 | $168,762 | $102,317+64.9% | $146,958+14.8% | $80,856+108.7% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 24.26% | 134.76%-110.5pp | 418.34%-394.1pp | 35.59%-11.3pp |
| Employer contribution / active EE | $3,642 | $3,713-1.9% | $4,933-26.2% | $2,755+32.2% |
| Participant deferral / active EE | $11,036 | $6,644+66.1% | $8,070+36.8% | $4,296+156.9% |
| Admin fee / account holder | $29,114 | $7,941+266.6% | $12,998+124.0% | $6,918+320.8% |