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 | $128,646 | $91,552+40.5% | $133,956-4.0% | $79,858+61.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 24.72% | 61.85%-37.1pp | 45.09%-20.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,696 | $2,384-28.8% | $3,919-56.7% | $2,471-31.3% |
| Participant deferral / active EE | $9,289 | $3,733+148.8% | $5,048+84.0% | $3,740+148.4% |
| Admin fee / account holder | $10,412 | $6,321+64.7% | $8,927+16.6% | $5,306+96.2% |