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 | $129,294 | $64,839+99.4% | $95,585+35.3% | $84,808+52.5% |
| Participation rate | 81.3% | 63.8%+17.4pp | 72.1%+9.2pp | 68.3%+12.9pp |
| Annual return | 15.37% | -670.96%+686.3pp | 38.56%-23.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,156 | $1,759+22.6% | $2,527-14.7% | $2,631-18.1% |
| Participant deferral / active EE | $7,783 | $2,965+162.5% | $4,023+93.5% | $4,212+84.8% |
| Admin fee / account holder | $46,508 | $5,964+679.8% | $6,127+659.0% | $7,344+533.3% |