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 | $121,633 | $63,346+92.0% | $92,233+31.9% | $70,131+73.4% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 14.48% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,135 | $2,471-13.6% | $3,679-42.0% | $2,342-8.8% |
| Participant deferral / active EE | $5,319 | $2,854+86.4% | $3,897+36.5% | $3,332+59.7% |
| Admin fee / account holder | $14,561 | $3,840+279.2% | $5,194+180.4% | $4,645+213.5% |