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 | $108,892 | $106,890+1.9% | $84,015+29.6% | $152,861-28.8% |
| Participation rate | 95.7% | 75.2%+20.4pp | 69.0%+26.6pp | 82.4%+13.2pp |
| Annual return | 19.25% | 104.99%-85.7pp | 71.31%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,007 | $2,734-26.6% | $1,983+1.2% | $4,762-57.9% |
| Participant deferral / active EE | $4,983 | $4,011+24.2% | $3,239+53.8% | $5,850-14.8% |
| Admin fee / account holder | $8,885 | $8,285+7.2% | $6,101+45.6% | $11,596-23.4% |