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 | $54,705+154.9% | $71,209+95.8% | $84,808+64.4% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.8%+19.6pp | 68.3%+25.0pp |
| Annual return | 17.35% | 35.90%-18.5pp | 282.51%-265.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,985 | $2,158+131.0% | $2,721+83.2% | $2,631+89.5% |
| Participant deferral / active EE | $9,944 | $3,030+228.1% | $4,175+138.2% | $4,212+136.1% |
| Admin fee / account holder | $5,249 | $4,863+7.9% | $5,349-1.9% | $7,344-28.5% |