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 | $145,061 | $58,208+149.2% | $81,812+77.3% | $80,856+79.4% |
| Participation rate | 96.5% | 63.4%+33.1pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 15.14% | 41.66%-26.5pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,396 | $2,340+45.1% | $2,912+16.6% | $2,755+23.3% |
| Participant deferral / active EE | $8,574 | $3,281+161.3% | $4,319+98.5% | $4,296+99.6% |
| Admin fee / account holder | $17,501 | $4,981+251.3% | $7,386+137.0% | $6,918+153.0% |