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 | $130,034 | $99,985+30.1% | $146,665-11.3% | $85,850+51.5% |
| Participation rate | 82.8% | 73.1%+9.7pp | 80.1%+2.7pp | 69.3%+13.4pp |
| Annual return | 12.25% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,915 | $2,559-25.1% | $4,136-53.7% | $2,565-25.3% |
| Participant deferral / active EE | $5,140 | $4,006+28.3% | $5,506-6.7% | $3,952+30.1% |
| Admin fee / account holder | $5,004 | $7,702-35.0% | $10,280-51.3% | $6,260-20.1% |