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 | $127,410 | $98,750+29.0% | $149,696-14.9% | $79,858+59.5% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 13.86% | 27.43%-13.6pp | 276.60%-262.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,222 | $3,216-30.9% | $4,644-52.1% | $2,471-10.1% |
| Participant deferral / active EE | $7,204 | $5,680+26.8% | $6,842+5.3% | $3,740+92.6% |
| Admin fee / account holder | $16,311 | $6,053+169.5% | $9,309+75.2% | $5,306+207.4% |