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 | $128,002 | $100,041+27.9% | $149,718-14.5% | $70,131+82.5% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.1%+3.6pp | 69.5%+21.1pp |
| Annual return | 19.99% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.2pp |
| Employer contribution / active EE | $6,725 | $3,662+83.7% | $5,445+23.5% | $2,342+187.1% |
| Participant deferral / active EE | $10,944 | $4,983+119.6% | $6,569+66.6% | $3,332+228.5% |
| Admin fee / account holder | $4,720 | $8,286-43.0% | $11,283-58.2% | $4,645+1.6% |