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 | $143,557 | $69,515+106.5% | $86,874+65.2% | $85,850+67.2% |
| Participation rate | 96.6% | 66.3%+30.3pp | 71.6%+25.0pp | 69.3%+27.3pp |
| Annual return | 15.58% | 20.12%-4.5pp | 63.52%-47.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $5,026 | $1,880+167.3% | $2,495+101.4% | $2,565+95.9% |
| Participant deferral / active EE | $5,268 | $2,919+80.5% | $3,699+42.4% | $3,952+33.3% |
| Admin fee / account holder | $4,265 | $5,972-28.6% | $5,828-26.8% | $6,260-31.9% |