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 | $113,769 | $105,181+8.2% | $159,436-28.6% | $85,850+32.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 19.15% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $5,033 | $3,318+51.7% | $4,829+4.2% | $2,565+96.2% |
| Participant deferral / active EE | $10,616 | $5,945+78.6% | $7,352+44.4% | $3,952+168.7% |
| Admin fee / account holder | $1,798 | $6,933-74.1% | $10,799-83.3% | $6,260-71.3% |