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 | $125,662 | $81,208+54.7% | $98,907+27.1% | $79,858+57.4% |
| Participation rate | 90.7% | 72.5%+18.2pp | 76.0%+14.7pp | 69.6%+21.1pp |
| Annual return | 13.02% | 60.99%-48.0pp | 196.43%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $8,435 | $1,960+330.4% | $2,689+213.7% | $2,471+241.4% |
| Participant deferral / active EE | $19,987 | $3,265+512.2% | $4,244+370.9% | $3,740+434.4% |
| Admin fee / account holder | $16,913 | $6,013+181.3% | $6,642+154.7% | $5,306+218.7% |