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 | $134,526 | $102,317+31.5% | $146,958-8.5% | $80,856+66.4% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 14.92% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,763 | $3,713+1.3% | $4,933-23.7% | $2,755+36.6% |
| Participant deferral / active EE | $12,224 | $6,644+84.0% | $8,070+51.5% | $4,296+184.6% |
| Admin fee / account holder | $12,939 | $7,941+62.9% | $12,998-0.5% | $6,918+87.0% |