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 | $136,954 | $63,346+116.2% | $92,233+48.5% | $70,131+95.3% |
| Participation rate | 95.7% | 68.7%+27.1pp | 76.5%+19.3pp | 69.5%+26.2pp |
| Annual return | 13.27% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,604 | $2,471+45.9% | $3,679-2.0% | $2,342+53.9% |
| Participant deferral / active EE | $5,308 | $2,854+86.0% | $3,897+36.2% | $3,332+59.3% |
| Admin fee / account holder | $3,347 | $3,840-12.8% | $5,194-35.6% | $4,645-27.9% |