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 | $100,964 | $56,114+79.9% | $96,139+5.0% | $85,850+17.6% |
| Participation rate | 97.8% | 56.7%+41.1pp | 68.4%+29.4pp | 69.3%+28.5pp |
| Annual return | 13.48% | 42.30%-28.8pp | 191.94%-178.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,652 | $1,620+63.7% | $2,797-5.2% | $2,565+3.4% |
| Participant deferral / active EE | $4,883 | $2,859+70.8% | $4,349+12.3% | $3,952+23.6% |
| Admin fee / account holder | $19,110 | $3,768+407.1% | $5,537+245.1% | $6,260+205.3% |