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 | $132,661 | $64,839+104.6% | $95,585+38.8% | $84,808+56.4% |
| Participation rate | 81.0% | 63.8%+17.1pp | 72.1%+8.9pp | 68.3%+12.6pp |
| Annual return | 20.51% | -670.96%+691.5pp | 38.56%-18.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,485 | $1,759+155.0% | $2,527+77.5% | $2,631+70.5% |
| Participant deferral / active EE | $10,010 | $2,965+237.6% | $4,023+148.8% | $4,212+137.7% |
| Admin fee / account holder | $3,297 | $5,964-44.7% | $6,127-46.2% | $7,344-55.1% |