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 | $134,904 | $64,324+109.7% | $118,925+13.4% | $79,858+68.9% |
| Participation rate | 96.2% | 64.9%+31.4pp | 75.4%+20.8pp | 69.6%+26.6pp |
| Annual return | 10.34% | 86.45%-76.1pp | 35.88%-25.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $6,284 | $1,836+242.2% | $3,263+92.6% | $2,471+154.3% |
| Participant deferral / active EE | $7,162 | $2,824+153.6% | $4,265+67.9% | $3,740+91.5% |
| Admin fee / account holder | $18,142 | $4,040+349.1% | $6,581+175.7% | $5,306+241.9% |