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 | $127,591 | $77,634+64.3% | $156,549-18.5% | $62,891+102.9% |
| Participation rate | 89.5% | 71.2%+18.3pp | 84.0%+5.5pp | 69.3%+20.2pp |
| Annual return | 9.33% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $6,588 | $3,444+91.3% | $5,501+19.8% | $2,281+188.8% |
| Participant deferral / active EE | $4,933 | $3,045+62.0% | $4,871+1.3% | $3,203+54.0% |
| Admin fee / account holder | $1,906 | $5,561-65.7% | $13,027-85.4% | $4,296-55.6% |