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 | $127,636 | $63,346+101.5% | $92,233+38.4% | $70,131+82.0% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 20.52% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $531 | $2,471-78.5% | $3,679-85.6% | $2,342-77.3% |
| Participant deferral / active EE | $6,112 | $2,854+114.2% | $3,897+56.9% | $3,332+83.5% |
| Admin fee / account holder | $480 | $3,840-87.5% | $5,194-90.8% | $4,645-89.7% |