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 | $128,136 | $89,355+43.4% | $141,162-9.2% | $72,985+75.6% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 20.63% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $781 | $3,114-74.9% | $4,735-83.5% | $2,440-68.0% |
| Participant deferral / active EE | $3,747 | $5,418-30.8% | $6,709-44.2% | $3,607+3.9% |
| Admin fee / account holder | $24,882 | $5,958+317.6% | $10,261+142.5% | $5,124+385.6% |