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 | $129,754 | $65,561+97.9% | $86,188+50.5% | $75,163+72.6% |
| Participation rate | 81.5% | 60.5%+21.1pp | 69.0%+12.6pp | 67.2%+14.3pp |
| Annual return | 20.76% | 46.05%-25.3pp | 1168.45%-1147.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $738 | $1,553-52.4% | $2,380-69.0% | $2,670-72.3% |
| Participant deferral / active EE | $1,449 | $3,024-52.1% | $3,985-63.6% | $4,125-64.9% |
| Admin fee / account holder | $7,793 | $5,474+42.4% | $6,852+13.7% | $5,651+37.9% |