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 | $131,460 | $65,041+102.1% | $90,951+44.5% | $79,858+64.6% |
| Participation rate | 92.2% | 61.6%+30.6pp | 69.0%+23.1pp | 69.6%+22.5pp |
| Annual return | 17.39% | 30.45%-13.1pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $14,449 | $1,247+1058.5% | $2,122+580.9% | $2,471+484.8% |
| Participant deferral / active EE | $11,269 | $2,512+348.6% | $3,373+234.1% | $3,740+201.3% |
| Admin fee / account holder | $18,105 | $4,536+299.1% | $5,959+203.9% | $5,306+241.2% |