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 | $129,790 | $100,041+29.7% | $149,718-13.3% | $70,131+85.1% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 14.64% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $5,338 | $3,662+45.8% | $5,445-2.0% | $2,342+127.9% |
| Participant deferral / active EE | $8,310 | $4,983+66.8% | $6,569+26.5% | $3,332+149.4% |
| Admin fee / account holder | $16,775 | $8,286+102.4% | $11,283+48.7% | $4,645+261.1% |