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 | $129,117 | $100,041+29.1% | $149,718-13.8% | $70,131+84.1% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 17.87% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,443 | $3,662-6.0% | $5,445-36.8% | $2,342+47.0% |
| Participant deferral / active EE | $8,008 | $4,983+60.7% | $6,569+21.9% | $3,332+140.4% |
| Admin fee / account holder | $5,041 | $8,286-39.2% | $11,283-55.3% | $4,645+8.5% |