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 | $139,612 | $81,248+71.8% | $155,509-10.2% | $80,856+72.7% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.7pp | 67.6%+17.2pp |
| Annual return | 12.61% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,884 | $3,100+154.3% | $4,672+68.7% | $2,755+186.2% |
| Participant deferral / active EE | $5,214 | $3,452+51.1% | $5,626-7.3% | $4,296+21.4% |
| Admin fee / account holder | $1,440 | $7,997-82.0% | $15,912-90.9% | $6,918-79.2% |