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 | $118,833 | $58,208+104.2% | $81,812+45.3% | $80,856+47.0% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.5pp | 67.6%+29.2pp |
| Annual return | 15.55% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,449 | $2,340+132.9% | $2,912+87.1% | $2,755+97.8% |
| Participant deferral / active EE | $6,361 | $3,281+93.9% | $4,319+47.3% | $4,296+48.1% |
| Admin fee / account holder | $9,866 | $4,981+98.1% | $7,386+33.6% | $6,918+42.6% |