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 | $125,438 | $85,766+46.3% | $136,294-8.0% | $70,131+78.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 17.31% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,180 | $2,966-26.5% | $4,695-53.6% | $2,342-6.9% |
| Participant deferral / active EE | $5,532 | $5,051+9.5% | $6,247-11.4% | $3,332+66.0% |
| Admin fee / account holder | $611 | $5,420-88.7% | $9,243-93.4% | $4,645-86.8% |