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 | $131,084 | $54,705+139.6% | $71,209+84.1% | $84,808+54.6% |
| Participation rate | 72.9% | 64.1%+8.8pp | 73.8%-0.8pp | 68.3%+4.6pp |
| Annual return | 19.06% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,365 | $2,158+55.9% | $2,721+23.7% | $2,631+27.9% |
| Participant deferral / active EE | $6,806 | $3,030+124.6% | $4,175+63.0% | $4,212+61.6% |
| Admin fee / account holder | $1,868 | $4,863-61.6% | $5,349-65.1% | $7,344-74.6% |