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 | $82,619 | $29,319+181.8% | $52,425+57.6% | $82,448+0.2% |
| Participation rate | 84.8% | 46.9%+38.0pp | 55.6%+29.2pp | 68.1%+16.8pp |
| Annual return | 16.25% | 535.20%-518.9pp | 302.12%-285.9pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,967 | $586+405.9% | $914+224.5% | $2,551+16.3% |
| Participant deferral / active EE | $1,962 | $1,171+67.5% | $1,790+9.6% | $4,139-52.6% |
| Admin fee / account holder | $4,424 | $1,962+125.5% | $2,495+77.3% | $7,234-38.8% |