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 | $142,770 | $72,177+97.8% | $115,037+24.1% | $59,632+139.4% |
| Participation rate | 98.1% | 72.6%+25.5pp | 81.4%+16.7pp | 68.7%+29.4pp |
| Annual return | 2.37% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $11,748 | $2,841+313.5% | $4,608+155.0% | $2,203+433.4% |
| Participant deferral / active EE | $10,004 | $4,783+109.2% | $6,026+66.0% | $3,192+213.4% |
| Admin fee / account holder | $2,297 | $4,927-53.4% | $8,175-71.9% | $4,297-46.5% |