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 | $121,430 | $80,753+50.4% | $136,294-10.9% | $62,292+94.9% |
| Participation rate | 91.5% | 73.5%+17.9pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 18.61% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $16,037 | $2,884+456.1% | $4,695+241.5% | $2,042+685.3% |
| Participant deferral / active EE | $5,706 | $5,164+10.5% | $6,247-8.7% | $3,169+80.0% |
| Admin fee / account holder | $4,319 | $525+722.0% | $9,243-53.3% | $479+800.9% |