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 | $137,797 | $48,795+182.4% | $65,493+110.4% | $84,808+62.5% |
| Participation rate | 88.4% | 67.0%+21.4pp | 73.1%+15.3pp | 68.3%+20.1pp |
| Annual return | 16.57% | 20.20%-3.6pp | 982.45%-965.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $8,532 | $1,930+342.2% | $2,574+231.5% | $2,631+224.3% |
| Participant deferral / active EE | $3,158 | $2,928+7.8% | $3,961-20.3% | $4,212-25.0% |
| Admin fee / account holder | $3,148 | $3,877-18.8% | $5,028-37.4% | $7,344-57.1% |