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 | $115,015 | $58,726+95.8% | $92,233+24.7% | $62,292+84.6% |
| Participation rate | 99.1% | 68.3%+30.7pp | 76.5%+22.6pp | 69.5%+29.5pp |
| Annual return | 15.56% | 43.62%-28.1pp | 176.28%-160.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,387 | $2,392+41.6% | $3,679-7.9% | $2,042+65.9% |
| Participant deferral / active EE | $9,451 | $2,766+241.7% | $3,897+142.5% | $3,169+198.2% |
| Admin fee / account holder | $16,782 | $556+2915.8% | $5,194+223.1% | $479+3401.0% |