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 | $127,754 | $72,277+76.8% | $101,248+26.2% | $79,858+60.0% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | 14.56% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $13,496 | $2,692+401.4% | $3,660+268.8% | $2,471+446.2% |
| Participant deferral / active EE | $1,962 | $3,282-40.2% | $4,370-55.1% | $3,740-47.5% |
| Admin fee / account holder | $9,358 | $4,400+112.7% | $5,945+57.4% | $5,306+76.4% |