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 | $188,615 | $105,181+79.3% | $159,436+18.3% | $85,850+119.7% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 16.77% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,641 | $3,318+9.7% | $4,829-24.6% | $2,565+42.0% |
| Participant deferral / active EE | $9,297 | $5,945+56.4% | $7,352+26.4% | $3,952+135.3% |
| Admin fee / account holder | $4,219 | $6,933-39.1% | $10,799-60.9% | $6,260-32.6% |