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 | $139,187 | $72,177+92.8% | $115,037+21.0% | $59,632+133.4% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | -0.74% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $4,946 | $2,841+74.1% | $4,608+7.3% | $2,203+124.6% |
| Participant deferral / active EE | $5,744 | $4,783+20.1% | $6,026-4.7% | $3,192+80.0% |
| Admin fee / account holder | $7,673 | $4,927+55.7% | $8,175-6.1% | $4,297+78.6% |