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 | $126,464 | $56,114+125.4% | $96,139+31.5% | $85,850+47.3% |
| Participation rate | 98.8% | 56.7%+42.1pp | 68.4%+30.4pp | 69.3%+29.5pp |
| Annual return | 20.59% | 42.30%-21.7pp | 191.94%-171.4pp | 318.53%-297.9pp |
| Employer contribution / active EE | $2,163 | $1,620+33.6% | $2,797-22.7% | $2,565-15.7% |
| Participant deferral / active EE | $3,484 | $2,859+21.9% | $4,349-19.9% | $3,952-11.8% |
| Admin fee / account holder | $4,836 | $3,768+28.3% | $5,537-12.7% | $6,260-22.7% |