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 | $133,464 | $46,553+186.7% | $64,056+108.4% | $75,163+77.6% |
| Participation rate | 95.4% | 65.9%+29.5pp | 72.3%+23.1pp | 67.2%+28.2pp |
| Annual return | 16.33% | 26.03%-9.7pp | 33.69%-17.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,067 | $1,974+55.4% | $2,747+11.7% | $2,670+14.9% |
| Participant deferral / active EE | $5,948 | $2,837+109.7% | $3,880+53.3% | $4,125+44.2% |
| Admin fee / account holder | $2,191 | $2,952-25.8% | $3,068-28.6% | $5,651-61.2% |