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 | $124,329 | $77,899+59.6% | $149,673-16.9% | $75,163+65.4% |
| Participation rate | 88.6% | 65.6%+23.1pp | 78.8%+9.9pp | 67.2%+21.4pp |
| Annual return | 13.63% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $9,430 | $3,137+200.6% | $4,818+95.7% | $2,670+253.2% |
| Participant deferral / active EE | $7,124 | $3,411+108.8% | $5,680+25.4% | $4,125+72.7% |
| Admin fee / account holder | $24,760 | $5,956+315.7% | $13,210+87.4% | $5,651+338.2% |