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 | $139,416 | $51,638+170.0% | $68,368+103.9% | $82,448+69.1% |
| Participation rate | 93.3% | 63.6%+29.7pp | 73.8%+19.6pp | 68.1%+25.3pp |
| Annual return | 17.35% | 37.53%-20.2pp | 292.57%-275.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,985 | $2,047+143.6% | $2,649+88.2% | $2,551+95.4% |
| Participant deferral / active EE | $9,944 | $2,914+241.3% | $4,123+141.2% | $4,139+140.2% |
| Admin fee / account holder | $5,249 | $4,643+13.0% | $5,150+1.9% | $7,234-27.4% |