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 | $131,883 | $79,449+66.0% | $189,557-30.4% | $85,850+53.6% |
| Participation rate | 98.2% | 66.0%+32.2pp | 78.4%+19.8pp | 69.3%+28.9pp |
| Annual return | 15.69% | 18.45%-2.8pp | 64.17%-48.5pp | 318.53%-302.8pp |
| Employer contribution / active EE | $7,113 | $2,081+241.8% | $4,412+61.2% | $2,565+177.3% |
| Participant deferral / active EE | $6,120 | $4,051+51.1% | $6,174-0.9% | $3,952+54.9% |
| Admin fee / account holder | $21,165 | $5,377+293.6% | $9,807+115.8% | $6,260+238.1% |