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 | $116,250 | $100,041+16.2% | $149,718-22.4% | $70,131+65.8% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 13.99% | 27.43%-13.4pp | 1501.63%-1487.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,287 | $3,662-10.2% | $5,445-39.6% | $2,342+40.3% |
| Participant deferral / active EE | $2,348 | $4,983-52.9% | $6,569-64.3% | $3,332-29.5% |
| Admin fee / account holder | $12,960 | $8,286+56.4% | $11,283+14.9% | $4,645+179.0% |