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 | $140,767 | $89,739+56.9% | $149,718-6.0% | $62,292+126.0% |
| Participation rate | 86.4% | 85.1%+1.3pp | 87.1%-0.7pp | 69.5%+16.9pp |
| Annual return | 21.68% | 21.01%+0.7pp | 1501.63%-1480.0pp | 28.90%-7.2pp |
| Employer contribution / active EE | $7,422 | $3,233+129.6% | $5,445+36.3% | $2,042+263.4% |
| Participant deferral / active EE | $9,983 | $4,797+108.1% | $6,569+52.0% | $3,169+215.0% |
| Admin fee / account holder | $5,273 | $551+856.5% | $11,283-53.3% | $479+1000.0% |