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 | $100,012 | $58,208+71.8% | $81,812+22.2% | $80,856+23.7% |
| Participation rate | 91.9% | 63.4%+28.5pp | 72.3%+19.5pp | 67.6%+24.3pp |
| Annual return | 13.64% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $7,259 | $2,340+210.2% | $2,912+149.2% | $2,755+163.5% |
| Participant deferral / active EE | $7,531 | $3,281+129.5% | $4,319+74.4% | $4,296+75.3% |
| Admin fee / account holder | $2,996 | $4,981-39.9% | $7,386-59.4% | $6,918-56.7% |