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 | $129,740 | $51,576+151.6% | $129,207+0.4% | $80,856+60.5% |
| Participation rate | 86.3% | 57.0%+29.3pp | 69.6%+16.7pp | 67.6%+18.6pp |
| Annual return | 14.29% | 20.81%-6.5pp | 9417.33%-9403.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,771 | $1,584+75.0% | $4,153-33.3% | $2,755+0.6% |
| Participant deferral / active EE | $5,361 | $2,669+100.9% | $4,168+28.6% | $4,296+24.8% |
| Admin fee / account holder | $34,254 | $4,305+695.7% | $7,715+344.0% | $6,918+395.1% |