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 | $139,875 | $73,933+89.2% | $96,683+44.7% | $75,163+86.1% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.7pp | 67.2%+25.8pp |
| Annual return | 17.12% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $13,540 | $2,928+362.5% | $3,737+262.4% | $2,670+407.2% |
| Participant deferral / active EE | $4,242 | $3,659+15.9% | $4,878-13.1% | $4,125+2.8% |
| Admin fee / account holder | $7,097 | $5,216+36.1% | $6,730+5.5% | $5,651+25.6% |