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 | $134,295 | $81,208+65.4% | $98,907+35.8% | $79,858+68.2% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 17.65% | 60.99%-43.3pp | 196.43%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,391 | $1,960+73.0% | $2,689+26.1% | $2,471+37.2% |
| Participant deferral / active EE | $7,401 | $3,265+126.7% | $4,244+74.4% | $3,740+97.9% |
| Admin fee / account holder | $625 | $6,013-89.6% | $6,642-90.6% | $5,306-88.2% |