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 | $133,536 | $51,175+160.9% | $70,515+89.4% | $75,163+77.7% |
| Participation rate | 81.0% | 60.9%+20.1pp | 68.3%+12.7pp | 67.2%+13.8pp |
| Annual return | 16.64% | 30.02%-13.4pp | 32.77%-16.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,194 | $1,826+20.2% | $2,973-26.2% | $2,670-17.8% |
| Participant deferral / active EE | $9,812 | $2,849+244.4% | $4,567+114.8% | $4,125+137.9% |
| Admin fee / account holder | $6,950 | $4,091+69.9% | $6,412+8.4% | $5,651+23.0% |