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 | $129,783 | $56,060+131.5% | $76,002+70.8% | $80,874+60.5% |
| Participation rate | 96.9% | 62.0%+34.9pp | 69.1%+27.8pp | 67.6%+29.3pp |
| Annual return | 15.10% | 20.54%-5.4pp | 360.07%-345.0pp | 35.62%-20.5pp |
| Employer contribution / active EE | $3,101 | $1,873+65.5% | $2,688+15.3% | $2,756+12.5% |
| Participant deferral / active EE | $3,940 | $3,051+29.1% | $4,257-7.4% | $4,297-8.3% |
| Admin fee / account holder | $2,311 | $5,237-55.9% | $6,414-64.0% | $6,935-66.7% |