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 | $119,868 | $77,899+53.9% | $149,673-19.9% | $75,163+59.5% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 13.95% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $11,159 | $3,137+255.7% | $4,818+131.6% | $2,670+318.0% |
| Participant deferral / active EE | $5,531 | $3,411+62.1% | $5,680-2.6% | $4,125+34.1% |
| Admin fee / account holder | $707 | $5,956-88.1% | $13,210-94.7% | $5,651-87.5% |