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 | $121,263 | $85,202+42.3% | $172,739-29.8% | $72,985+66.1% |
| Participation rate | 88.2% | 70.1%+18.2pp | 82.6%+5.6pp | 69.5%+18.7pp |
| Annual return | 20.07% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $5,882 | $3,324+76.9% | $5,143+14.4% | $2,440+141.1% |
| Participant deferral / active EE | $7,108 | $3,260+118.0% | $5,198+36.8% | $3,607+97.0% |
| Admin fee / account holder | $40,680 | $5,884+591.4% | $13,954+191.5% | $5,124+693.9% |