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 | $96,426 | $102,317-5.8% | $146,958-34.4% | $80,856+19.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 14.82% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $8,698 | $3,713+134.3% | $4,933+76.3% | $2,755+215.7% |
| Participant deferral / active EE | $13,205 | $6,644+98.8% | $8,070+63.6% | $4,296+207.4% |
| Admin fee / account holder | $12,215 | $7,941+53.8% | $12,998-6.0% | $6,918+76.6% |