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 | $123,759 | $91,538+35.2% | $129,995-4.8% | $75,163+64.7% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 18.95% | -631.11%+650.1pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,546 | $2,845+59.8% | $4,320+5.3% | $2,670+70.3% |
| Participant deferral / active EE | $7,448 | $4,341+71.6% | $5,820+28.0% | $4,125+80.5% |
| Admin fee / account holder | $6,159 | $6,790-9.3% | $10,614-42.0% | $5,651+9.0% |