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 | $137,424 | $98,750+39.2% | $149,696-8.2% | $79,858+72.1% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 20.09% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $8,959 | $3,216+178.5% | $4,644+92.9% | $2,471+262.6% |
| Participant deferral / active EE | $5,373 | $5,680-5.4% | $6,842-21.5% | $3,740+43.6% |
| Admin fee / account holder | $2,899 | $6,053-52.1% | $9,309-68.9% | $5,306-45.4% |