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 | $127,122 | $98,750+28.7% | $149,696-15.1% | $79,858+59.2% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+20.9pp |
| Annual return | 13.42% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $10,159 | $3,216+215.8% | $4,644+118.7% | $2,471+311.2% |
| Participant deferral / active EE | $2,650 | $5,680-53.3% | $6,842-61.3% | $3,740-29.1% |
| Admin fee / account holder | $11,001 | $6,053+81.8% | $9,309+18.2% | $5,306+107.3% |