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 | $124,594 | $81,208+53.4% | $98,907+26.0% | $79,858+56.0% |
| Participation rate | 87.0% | 72.5%+14.5pp | 76.0%+10.9pp | 69.6%+17.3pp |
| Annual return | 18.61% | 60.99%-42.4pp | 196.43%-177.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $8,275 | $1,960+322.3% | $2,689+207.8% | $2,471+234.9% |
| Participant deferral / active EE | $4,915 | $3,265+50.5% | $4,244+15.8% | $3,740+31.4% |
| Admin fee / account holder | $2,800 | $6,013-53.4% | $6,642-57.8% | $5,306-47.2% |