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 | $131,094 | $58,208+125.2% | $81,812+60.2% | $80,856+62.1% |
| Participation rate | 75.6% | 63.4%+12.2pp | 72.3%+3.3pp | 67.6%+8.0pp |
| Annual return | 11.02% | 41.66%-30.6pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,692 | $2,340+57.8% | $2,912+26.8% | $2,755+34.0% |
| Participant deferral / active EE | $5,320 | $3,281+62.2% | $4,319+23.2% | $4,296+23.9% |
| Admin fee / account holder | $17,361 | $4,981+248.5% | $7,386+135.1% | $6,918+151.0% |