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 | $137,624 | $81,208+69.5% | $98,907+39.1% | $79,858+72.3% |
| Participation rate | 86.8% | 72.5%+14.3pp | 76.0%+10.8pp | 69.6%+17.2pp |
| Annual return | 11.18% | 60.99%-49.8pp | 196.43%-185.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,563 | $1,960+81.8% | $2,689+32.5% | $2,471+44.2% |
| Participant deferral / active EE | $7,366 | $3,265+125.6% | $4,244+73.5% | $3,740+96.9% |
| Admin fee / account holder | $10,246 | $6,013+70.4% | $6,642+54.3% | $5,306+93.1% |