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 8-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 | $141,124 | $102,317+37.9% | $146,958-4.0% | $80,856+74.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 14.83% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $8,455 | $3,713+127.7% | $4,933+71.4% | $2,755+206.9% |
| Participant deferral / active EE | $15,620 | $6,644+135.1% | $8,070+93.6% | $4,296+263.6% |
| Admin fee / account holder | $1,613 | $7,941-79.7% | $12,998-87.6% | $6,918-76.7% |