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 | $125,346 | $85,202+47.1% | $172,739-27.4% | $72,985+71.7% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 22.61% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $6,545 | $3,324+96.9% | $5,143+27.3% | $2,440+168.3% |
| Participant deferral / active EE | $5,065 | $3,260+55.4% | $5,198-2.5% | $3,607+40.4% |
| Admin fee / account holder | $5,618 | $5,884-4.5% | $13,954-59.7% | $5,124+9.6% |