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 | $123,181 | $62,672+96.6% | $185,117-33.5% | $70,131+75.6% |
| Participation rate | 95.0% | 63.8%+31.2pp | 77.3%+17.7pp | 69.5%+25.5pp |
| Annual return | 15.86% | 40.79%-24.9pp | 40.50%-24.6pp | 73.14%-57.3pp |
| Employer contribution / active EE | $6,292 | $1,753+258.9% | $4,182+50.5% | $2,342+168.6% |
| Participant deferral / active EE | $5,749 | $3,272+75.7% | $5,045+14.0% | $3,332+72.6% |
| Admin fee / account holder | $17,339 | $3,932+341.0% | $8,159+112.5% | $4,645+273.3% |