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 | $87,512 | $78,672+11.2% | $109,143-19.8% | $85,850+1.9% |
| Participation rate | 85.0% | 68.3%+16.7pp | 75.9%+9.1pp | 69.3%+15.7pp |
| Annual return | 13.25% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,562 | $2,735+30.3% | $3,722-4.3% | $2,565+38.9% |
| Participant deferral / active EE | $5,088 | $3,467+46.7% | $4,653+9.3% | $3,952+28.7% |
| Admin fee / account holder | $8,401 | $5,469+53.6% | $6,752+24.4% | $6,260+34.2% |