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 | $136,192 | $91,190+49.4% | $178,490-23.7% | $79,858+70.5% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 13.38% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $5,848 | $3,256+79.6% | $5,011+16.7% | $2,471+136.7% |
| Participant deferral / active EE | $6,196 | $3,236+91.5% | $5,202+19.1% | $3,740+65.7% |
| Admin fee / account holder | $27,288 | $6,751+304.2% | $13,984+95.1% | $5,306+414.3% |