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 | $123,037 | $77,164+59.4% | $178,014-30.9% | $80,874+52.1% |
| Participation rate | 96.7% | 65.7%+31.0pp | 77.1%+19.6pp | 67.6%+29.0pp |
| Annual return | 13.09% | 18.09%-5.0pp | 294.80%-281.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,256 | $2,288+42.4% | $3,950-17.6% | $2,756+18.2% |
| Participant deferral / active EE | $7,274 | $4,408+65.0% | $6,276+15.9% | $4,297+69.3% |
| Admin fee / account holder | $16,411 | $7,164+129.1% | $10,362+58.4% | $6,935+136.6% |