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 | $135,163 | $51,638+161.8% | $68,368+97.7% | $82,448+63.9% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 51.55% | 37.53%+14.0pp | 292.57%-241.0pp | 41.64%+9.9pp |
| Employer contribution / active EE | $4,614 | $2,047+125.5% | $2,649+74.2% | $2,551+80.9% |
| Participant deferral / active EE | $11,332 | $2,914+289.0% | $4,123+174.9% | $4,139+173.8% |
| Admin fee / account holder | $10,600 | $4,643+128.3% | $5,150+105.8% | $7,234+46.5% |