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 | $141,517 | $56,114+152.2% | $96,139+47.2% | $85,850+64.8% |
| Participation rate | 96.3% | 56.7%+39.6pp | 68.4%+27.8pp | 69.3%+27.0pp |
| Annual return | 17.61% | 42.30%-24.7pp | 191.94%-174.3pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,431 | $1,620+50.1% | $2,797-13.1% | $2,565-5.2% |
| Participant deferral / active EE | $5,612 | $2,859+96.3% | $4,349+29.0% | $3,952+42.0% |
| Admin fee / account holder | $11,011 | $3,768+192.2% | $5,537+98.9% | $6,260+75.9% |