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 | $127,831 | $81,208+57.4% | $98,907+29.2% | $79,858+60.1% |
| Participation rate | 82.2% | 72.5%+9.7pp | 76.0%+6.2pp | 69.6%+12.6pp |
| Annual return | 12.34% | 60.99%-48.7pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,079 | $1,960-44.9% | $2,689-59.9% | $2,471-56.3% |
| Participant deferral / active EE | $2,235 | $3,265-31.6% | $4,244-47.3% | $3,740-40.2% |
| Admin fee / account holder | $8,851 | $6,013+47.2% | $6,642+33.3% | $5,306+66.8% |