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 | $125,229 | $52,953+136.5% | $172,739-27.5% | $65,185+92.1% |
| Participation rate | 81.2% | 66.2%+15.0pp | 82.6%-1.5pp | 70.2%+11.0pp |
| Annual return | 20.79% | 30.12%-9.3pp | 802.84%-782.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $3,590 | $2,190+64.0% | $5,143-30.2% | $2,177+65.0% |
| Participant deferral / active EE | $4,227 | $2,471+71.1% | $5,198-18.7% | $3,514+20.3% |
| Admin fee / account holder | $3,406 | $472+621.8% | $13,954-75.6% | $847+302.1% |