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 | $94,810 | $61,774+53.5% | $97,226-2.5% | $80,856+17.3% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.7%+11.3pp | 67.6%+16.4pp |
| Annual return | 19.29% | -557.90%+577.2pp | 75.13%-55.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,012 | $1,837+64.0% | $2,729+10.4% | $2,755+9.3% |
| Participant deferral / active EE | $7,226 | $3,029+138.6% | $4,264+69.5% | $4,296+68.2% |
| Admin fee / account holder | $6,152 | $5,166+19.1% | $5,654+8.8% | $6,918-11.1% |