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 | $119,075 | $78,672+51.4% | $109,143+9.1% | $85,850+38.7% |
| Participation rate | 95.9% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.6pp |
| Annual return | 12.28% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,737 | $2,735+73.2% | $3,722+27.3% | $2,565+84.7% |
| Participant deferral / active EE | $4,867 | $3,467+40.4% | $4,653+4.6% | $3,952+23.2% |
| Admin fee / account holder | $1,897 | $5,469-65.3% | $6,752-71.9% | $6,260-69.7% |