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 | $107,903 | $80,753+33.6% | $136,294-20.8% | $62,292+73.2% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 26.68% | 35.83%-9.2pp | 5155.94%-5129.3pp | 28.90%-2.2pp |
| Employer contribution / active EE | $4,198 | $2,884+45.6% | $4,695-10.6% | $2,042+105.6% |
| Participant deferral / active EE | $10,507 | $5,164+103.5% | $6,247+68.2% | $3,169+231.5% |
| Admin fee / account holder | $3,280 | $525+524.2% | $9,243-64.5% | $479+584.2% |