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 | $131,735 | $64,839+103.2% | $95,585+37.8% | $84,808+55.3% |
| Participation rate | 81.6% | 63.8%+17.8pp | 72.1%+9.5pp | 68.3%+13.3pp |
| Annual return | 15.65% | -670.96%+686.6pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,740 | $1,759+112.6% | $2,527+48.0% | $2,631+42.1% |
| Participant deferral / active EE | $6,524 | $2,965+120.1% | $4,023+62.2% | $4,212+54.9% |
| Admin fee / account holder | $7,537 | $5,964+26.4% | $6,127+23.0% | $7,344+2.6% |