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 | $141,421 | $63,346+123.3% | $92,233+53.3% | $70,131+101.7% |
| Participation rate | 81.6% | 68.7%+12.9pp | 76.5%+5.1pp | 69.5%+12.0pp |
| Annual return | 16.60% | 530.12%-513.5pp | 176.28%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $10,047 | $2,471+306.6% | $3,679+173.1% | $2,342+328.9% |
| Participant deferral / active EE | $3,448 | $2,854+20.8% | $3,897-11.5% | $3,332+3.5% |
| Admin fee / account holder | $2,273 | $3,840-40.8% | $5,194-56.2% | $4,645-51.1% |