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 | $127,715 | $78,422+62.9% | $95,952+33.1% | $79,858+59.9% |
| Participation rate | 74.7% | 73.5%+1.2pp | 77.1%-2.4pp | 69.6%+5.1pp |
| Annual return | 13.62% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,764 | $1,945+42.1% | $2,541+8.8% | $2,471+11.9% |
| Participant deferral / active EE | $4,930 | $3,440+43.3% | $4,167+18.3% | $3,740+31.8% |
| Admin fee / account holder | $16,832 | $5,622+199.4% | $6,795+147.7% | $5,306+217.2% |