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 | $131,969 | $61,774+113.6% | $97,226+35.7% | $80,856+63.2% |
| Participation rate | 95.5% | 63.5%+32.0pp | 72.7%+22.8pp | 67.6%+27.8pp |
| Annual return | 15.19% | -557.90%+573.1pp | 75.13%-59.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,580 | $1,837+149.4% | $2,729+67.8% | $2,755+66.3% |
| Participant deferral / active EE | $6,977 | $3,029+130.3% | $4,264+63.6% | $4,296+62.4% |
| Admin fee / account holder | $8,652 | $5,166+67.5% | $5,654+53.0% | $6,918+25.1% |