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 | $112,437 | $84,233+33.5% | $170,442-34.0% | $70,131+60.3% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 16.22% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $10,995 | $3,387+224.6% | $5,433+102.4% | $2,342+369.4% |
| Participant deferral / active EE | $6,004 | $3,086+94.6% | $4,939+21.5% | $3,332+80.2% |
| Admin fee / account holder | $1,171 | $5,698-79.4% | $13,880-91.6% | $4,645-74.8% |