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 | $117,460 | $60,124+95.4% | $90,404+29.9% | $79,858+47.1% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 20.29% | 71.94%-51.7pp | 1293.02%-1272.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,419 | $2,068+17.0% | $3,262-25.8% | $2,471-2.1% |
| Participant deferral / active EE | $9,807 | $2,938+233.8% | $3,963+147.4% | $3,740+162.2% |
| Admin fee / account holder | $3,341 | $3,976-16.0% | $5,611-40.5% | $5,306-37.0% |