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 | $127,070 | $125,758+1.0% | $169,993-25.2% | $75,163+69.1% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.0%+10.1pp | 67.2%+29.9pp |
| Annual return | 18.72% | 27.20%-8.5pp | 53.37%-34.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $11,534 | $4,615+149.9% | $6,785+70.0% | $2,670+332.0% |
| Participant deferral / active EE | $9,596 | $6,837+40.3% | $10,408-7.8% | $4,125+132.6% |
| Admin fee / account holder | $20,745 | $8,173+153.8% | $12,815+61.9% | $5,651+267.1% |