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 | $128,697 | $81,208+58.5% | $98,907+30.1% | $79,858+61.2% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 17.34% | 60.99%-43.7pp | 196.43%-179.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,344 | $1,960-31.4% | $2,689-50.0% | $2,471-45.6% |
| Participant deferral / active EE | $3,509 | $3,265+7.5% | $4,244-17.3% | $3,740-6.2% |
| Admin fee / account holder | $10,093 | $6,013+67.9% | $6,642+52.0% | $5,306+90.2% |