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 | $122,698 | $58,208+110.8% | $81,812+50.0% | $80,856+51.7% |
| Participation rate | 92.0% | 63.4%+28.6pp | 72.3%+19.7pp | 67.6%+24.4pp |
| Annual return | 11.45% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $9,664 | $2,340+313.0% | $2,912+231.8% | $2,755+250.8% |
| Participant deferral / active EE | $4,573 | $3,281+39.4% | $4,319+5.9% | $4,296+6.5% |
| Admin fee / account holder | $4,039 | $4,981-18.9% | $7,386-45.3% | $6,918-41.6% |