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 | $127,162 | $100,923+26.0% | $150,045-15.3% | $74,304+71.1% |
| Participation rate | 95.3% | 70.1%+25.2pp | 82.3%+13.0pp | 60.3%+35.0pp |
| Annual return | 18.13% | 51.77%-33.6pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $4,865 | $3,463+40.5% | $4,693+3.7% | $2,241+117.1% |
| Participant deferral / active EE | $11,071 | $6,709+65.0% | $7,997+38.4% | $3,767+193.9% |
| Admin fee / account holder | $928 | $2,767-66.5% | $13,435-93.1% | $2,969-68.7% |