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 | $125,647 | $102,317+22.8% | $146,958-14.5% | $80,856+55.4% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 14.59% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,730 | $3,713-26.5% | $4,933-44.7% | $2,755-0.9% |
| Participant deferral / active EE | $11,468 | $6,644+72.6% | $8,070+42.1% | $4,296+166.9% |
| Admin fee / account holder | $3,631 | $7,941-54.3% | $12,998-72.1% | $6,918-47.5% |