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 | $126,435 | $111,754+13.1% | $103,333+22.4% | $145,922-13.4% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 21.10% | 24.77%-3.7pp | 24.88%-3.8pp | 561.29%-540.2pp |
| Employer contribution / active EE | $12,017 | $4,212+185.3% | $3,868+210.7% | $4,660+157.9% |
| Participant deferral / active EE | $8,689 | $5,619+54.7% | $5,057+71.8% | $6,688+29.9% |
| Admin fee / account holder | $831 | $9,750-91.5% | $8,355-90.1% | $13,397-93.8% |