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 | $130,913 | $65,561+99.7% | $86,188+51.9% | $75,163+74.2% |
| Participation rate | 81.1% | 60.5%+20.6pp | 69.0%+12.1pp | 67.2%+13.9pp |
| Annual return | 15.75% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,288 | $1,553+47.4% | $2,380-3.9% | $2,670-14.3% |
| Participant deferral / active EE | $4,591 | $3,024+51.8% | $3,985+15.2% | $4,125+11.3% |
| Admin fee / account holder | $4,801 | $5,474-12.3% | $6,852-29.9% | $5,651-15.0% |