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 | $145,461 | $99,877+45.6% | $84,966+71.2% | $145,922-0.3% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.2pp | 80.3%+15.4pp |
| Annual return | 13.79% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,003 | $3,231-69.0% | $2,727-63.2% | $4,660-78.5% |
| Participant deferral / active EE | $10,903 | $5,291+106.1% | $4,519+141.3% | $6,688+63.0% |
| Admin fee / account holder | $2,630 | $7,248-63.7% | $6,149-57.2% | $13,397-80.4% |