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 | $128,814 | $58,208+121.3% | $81,812+57.5% | $80,856+59.3% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.7pp | 67.6%+30.4pp |
| Annual return | 11.76% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $15,930 | $2,340+580.8% | $2,912+447.0% | $2,755+478.3% |
| Participant deferral / active EE | $5,812 | $3,281+77.1% | $4,319+34.6% | $4,296+35.3% |
| Admin fee / account holder | $12,013 | $4,981+141.2% | $7,386+62.6% | $6,918+73.6% |