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 | $127,967 | $107,015+19.6% | $73,545+74.0% | $147,584-13.3% |
| Participation rate | 94.1% | 66.4%+27.7pp | 54.9%+39.2pp | 82.8%+11.3pp |
| Annual return | 19.25% | 38.25%-19.0pp | -15.16%+34.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,252 | $1,760+27.9% | $1,219+84.7% | $4,876-53.8% |
| Participant deferral / active EE | $7,823 | $2,462+217.8% | $1,806+333.1% | $5,439+43.8% |
| Admin fee / account holder | $430 | $3,055-85.9% | $2,320-81.4% | $10,885-96.0% |