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 | $133,243 | $65,409+103.7% | $98,442+35.4% | $85,850+55.2% |
| Participation rate | 84.8% | 65.0%+19.9pp | 73.3%+11.5pp | 69.3%+15.5pp |
| Annual return | 14.90% | 21.76%-6.9pp | 1492.73%-1477.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,311 | $2,168+6.6% | $2,960-21.9% | $2,565-9.9% |
| Participant deferral / active EE | $5,134 | $3,166+62.2% | $4,276+20.1% | $3,952+29.9% |
| Admin fee / account holder | $13,648 | $4,593+197.2% | $5,949+129.4% | $6,260+118.0% |