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 | $133,353 | $58,208+129.1% | $81,812+63.0% | $80,856+64.9% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 17.64% | 41.66%-24.0pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,295 | $2,340+40.8% | $2,912+13.1% | $2,755+19.6% |
| Participant deferral / active EE | $5,967 | $3,281+81.9% | $4,319+38.2% | $4,296+38.9% |
| Admin fee / account holder | $5,244 | $4,981+5.3% | $7,386-29.0% | $6,918-24.2% |