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 | $127,637 | $71,050+79.6% | $93,606+36.4% | $80,856+57.9% |
| Participation rate | 90.5% | 60.4%+30.1pp | 68.7%+21.8pp | 67.6%+22.8pp |
| Annual return | 21.39% | 11.26%+10.1pp | 133.20%-111.8pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,079 | $1,564-31.0% | $2,420-55.4% | $2,755-60.8% |
| Participant deferral / active EE | $6,092 | $4,034+51.0% | $4,411+38.1% | $4,296+41.8% |
| Admin fee / account holder | $18,766 | $6,945+170.2% | $8,285+126.5% | $6,918+171.3% |