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 | $119,632 | $53,516+123.5% | $126,539-5.5% | $84,808+41.1% |
| Participation rate | 98.5% | 58.2%+40.3pp | 69.8%+28.7pp | 68.3%+30.2pp |
| Annual return | 20.52% | 58.34%-37.8pp | 425.95%-405.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,877 | $1,535+152.6% | $3,674+5.5% | $2,631+47.3% |
| Participant deferral / active EE | $8,621 | $2,671+222.8% | $4,083+111.2% | $4,212+104.7% |
| Admin fee / account holder | $2,312 | $4,497-48.6% | $6,065-61.9% | $7,344-68.5% |