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 | $130,363 | $100,041+30.3% | $149,718-12.9% | $70,131+85.9% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.1%+10.2pp | 69.5%+27.8pp |
| Annual return | 13.47% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,336 | $3,662-8.9% | $5,445-38.7% | $2,342+42.4% |
| Participant deferral / active EE | $4,497 | $4,983-9.7% | $6,569-31.5% | $3,332+35.0% |
| Admin fee / account holder | $5,553 | $8,286-33.0% | $11,283-50.8% | $4,645+19.5% |