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 | $134,524 | $86,286+55.9% | $111,297+20.9% | $85,850+56.7% |
| Participation rate | 84.6% | 73.3%+11.3pp | 77.3%+7.3pp | 69.3%+15.3pp |
| Annual return | 11.92% | 19.99%-8.1pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,038 | $2,043+48.7% | $2,731+11.3% | $2,565+18.5% |
| Participant deferral / active EE | $7,385 | $3,641+102.9% | $4,487+64.6% | $3,952+86.9% |
| Admin fee / account holder | $2,340 | $8,188-71.4% | $7,964-70.6% | $6,260-62.6% |