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 | $132,125 | $85,202+55.1% | $172,739-23.5% | $72,985+81.0% |
| Participation rate | 83.7% | 70.1%+13.6pp | 82.6%+1.0pp | 69.5%+14.2pp |
| Annual return | 21.09% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $6,096 | $3,324+83.4% | $5,143+18.5% | $2,440+149.8% |
| Participant deferral / active EE | $4,028 | $3,260+23.5% | $5,198-22.5% | $3,607+11.7% |
| Admin fee / account holder | $1,952 | $5,884-66.8% | $13,954-86.0% | $5,124-61.9% |