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 | $126,495 | $98,750+28.1% | $149,696-15.5% | $79,858+58.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 21.98% | 27.43%-5.4pp | 276.60%-254.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $3,955 | $3,216+23.0% | $4,644-14.8% | $2,471+60.1% |
| Participant deferral / active EE | $7,967 | $5,680+40.3% | $6,842+16.4% | $3,740+113.0% |
| Admin fee / account holder | $643 | $6,053-89.4% | $9,309-93.1% | $5,306-87.9% |