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 | $125,520 | $61,774+103.2% | $97,226+29.1% | $80,856+55.2% |
| Participation rate | 78.4% | 63.5%+14.9pp | 72.7%+5.7pp | 67.6%+10.7pp |
| Annual return | 11.46% | -557.90%+569.4pp | 75.13%-63.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,056 | $1,837-42.5% | $2,729-61.3% | $2,755-61.7% |
| Participant deferral / active EE | $5,732 | $3,029+89.2% | $4,264+34.4% | $4,296+33.4% |
| Admin fee / account holder | $421 | $5,166-91.9% | $5,654-92.6% | $6,918-93.9% |