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 | $129,713 | $56,053+131.4% | $75,972+70.7% | $80,856+60.4% |
| Participation rate | 97.7% | 62.0%+35.6pp | 69.1%+28.6pp | 67.6%+30.0pp |
| Annual return | 14.76% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,331 | $1,874+77.7% | $2,685+24.1% | $2,755+20.9% |
| Participant deferral / active EE | $5,521 | $3,052+80.9% | $4,255+29.7% | $4,296+28.5% |
| Admin fee / account holder | $5,586 | $5,234+6.7% | $6,467-13.6% | $6,918-19.2% |