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 | $111,764 | $58,208+92.0% | $81,812+36.6% | $80,856+38.2% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 11.66% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,689 | $2,340+57.7% | $2,912+26.7% | $2,755+33.9% |
| Participant deferral / active EE | $6,373 | $3,281+94.2% | $4,319+47.6% | $4,296+48.4% |
| Admin fee / account holder | $10,697 | $4,981+114.7% | $7,386+44.8% | $6,918+54.6% |