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 | $132,475 | $54,705+142.2% | $71,209+86.0% | $84,808+56.2% |
| Participation rate | 98.2% | 64.1%+34.2pp | 73.8%+24.5pp | 68.3%+29.9pp |
| Annual return | 14.19% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,303 | $2,158+99.4% | $2,721+58.1% | $2,631+63.6% |
| Participant deferral / active EE | $9,749 | $3,030+221.7% | $4,175+133.5% | $4,212+131.5% |
| Admin fee / account holder | $12,244 | $4,863+151.8% | $5,349+128.9% | $7,344+66.7% |