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 | $127,170 | $98,240+29.4% | $82,313+54.5% | $147,584-13.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.73% | 30.85%-12.1pp | 25.88%-7.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,169 | $3,192+61.9% | $2,428+112.9% | $4,876+6.0% |
| Participant deferral / active EE | $10,016 | $4,383+128.5% | $3,706+170.3% | $5,439+84.2% |
| Admin fee / account holder | $6,772 | $8,563-20.9% | $5,608+20.8% | $10,885-37.8% |