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 | $131,983 | $77,314+70.7% | $177,989-25.8% | $80,856+63.2% |
| Participation rate | 95.6% | 65.7%+29.9pp | 77.1%+18.5pp | 67.6%+28.0pp |
| Annual return | 16.59% | 18.09%-1.5pp | 294.48%-277.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $6,103 | $2,292+166.3% | $3,949+54.6% | $2,755+121.5% |
| Participant deferral / active EE | $10,458 | $4,411+137.1% | $6,276+66.6% | $4,296+143.4% |
| Admin fee / account holder | $11,033 | $7,191+53.4% | $10,363+6.5% | $6,918+59.5% |