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 | $120,091 | $53,127+126.0% | $86,590+38.7% | $70,131+71.2% |
| Participation rate | 93.5% | 65.3%+28.2pp | 73.5%+19.9pp | 69.5%+23.9pp |
| Annual return | 15.39% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,269 | $2,068+154.7% | $2,839+85.6% | $2,342+124.9% |
| Participant deferral / active EE | $7,550 | $2,696+180.1% | $3,609+109.2% | $3,332+126.6% |
| Admin fee / account holder | $394 | $3,585-89.0% | $4,906-92.0% | $4,645-91.5% |