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 10-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 | $121,652 | $102,317+18.9% | $146,958-17.2% | $80,856+50.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.50% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,250 | $3,713-12.5% | $4,933-34.1% | $2,755+18.0% |
| Participant deferral / active EE | $8,731 | $6,644+31.4% | $8,070+8.2% | $4,296+103.2% |
| Admin fee / account holder | $7,490 | $7,941-5.7% | $12,998-42.4% | $6,918+8.3% |