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 | $119,721 | $53,516+123.7% | $126,539-5.4% | $84,808+41.2% |
| Participation rate | 81.5% | 58.2%+23.2pp | 69.8%+11.7pp | 68.3%+13.2pp |
| Annual return | 13.64% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $782 | $1,535-49.0% | $3,674-78.7% | $2,631-70.3% |
| Participant deferral / active EE | $6,309 | $2,671+136.2% | $4,083+54.5% | $4,212+49.8% |
| Admin fee / account holder | $568 | $4,497-87.4% | $6,065-90.6% | $7,344-92.3% |