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 | $133,243 | $102,317+30.2% | $146,958-9.3% | $80,856+64.8% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.2%-4.7pp | 67.6%+9.9pp |
| Annual return | 14.22% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,386 | $3,713-35.7% | $4,933-51.6% | $2,755-13.4% |
| Participant deferral / active EE | $4,749 | $6,644-28.5% | $8,070-41.2% | $4,296+10.5% |
| Admin fee / account holder | $9,888 | $7,941+24.5% | $12,998-23.9% | $6,918+42.9% |