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 | $126,939 | $85,202+49.0% | $172,739-26.5% | $72,985+73.9% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+23.0pp |
| Annual return | 19.11% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,446 | $3,324+63.8% | $5,143+5.9% | $2,440+123.2% |
| Participant deferral / active EE | $4,740 | $3,260+45.4% | $5,198-8.8% | $3,607+31.4% |
| Admin fee / account holder | $44,926 | $5,884+663.5% | $13,954+222.0% | $5,124+776.7% |