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 | $124,599 | $61,774+101.7% | $97,226+28.2% | $80,856+54.1% |
| Participation rate | 96.9% | 63.5%+33.4pp | 72.7%+24.3pp | 67.6%+29.3pp |
| Annual return | 11.68% | -557.90%+569.6pp | 75.13%-63.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,699 | $1,837+47.0% | $2,729-1.1% | $2,755-2.0% |
| Participant deferral / active EE | $7,710 | $3,029+154.5% | $4,264+80.8% | $4,296+79.5% |
| Admin fee / account holder | $20,673 | $5,166+300.2% | $5,654+265.7% | $6,918+198.8% |