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 | $138,765 | $69,515+99.6% | $86,874+59.7% | $85,850+61.6% |
| Participation rate | 73.1% | 66.3%+6.8pp | 71.6%+1.4pp | 69.3%+3.8pp |
| Annual return | 58.87% | 20.12%+38.7pp | 63.52%-4.7pp | 318.53%-259.7pp |
| Employer contribution / active EE | $2,557 | $1,880+36.0% | $2,495+2.5% | $2,565-0.3% |
| Participant deferral / active EE | $4,942 | $2,919+69.3% | $3,699+33.6% | $3,952+25.1% |
| Admin fee / account holder | $18,709 | $5,972+213.3% | $5,828+221.0% | $6,260+198.9% |