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 | $146,633 | $58,208+151.9% | $81,812+79.2% | $80,856+81.3% |
| Participation rate | 98.7% | 63.4%+35.3pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 20.48% | 41.66%-21.2pp | 773.79%-753.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $11,739 | $2,340+401.7% | $2,912+303.1% | $2,755+326.1% |
| Participant deferral / active EE | $7,130 | $3,281+117.3% | $4,319+65.1% | $4,296+66.0% |
| Admin fee / account holder | $9,378 | $4,981+88.3% | $7,386+27.0% | $6,918+35.6% |