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 | $118,242 | $81,208+45.6% | $98,907+19.5% | $79,858+48.1% |
| Participation rate | 85.5% | 72.5%+12.9pp | 76.0%+9.4pp | 69.6%+15.8pp |
| Annual return | 13.14% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $5,021 | $1,960+156.2% | $2,689+86.7% | $2,471+103.2% |
| Participant deferral / active EE | $4,913 | $3,265+50.5% | $4,244+15.8% | $3,740+31.4% |
| Admin fee / account holder | $5,512 | $6,013-8.3% | $6,642-17.0% | $5,306+3.9% |