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 | $121,950 | $85,202+43.1% | $172,739-29.4% | $72,985+67.1% |
| Participation rate | 89.1% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.6pp |
| Annual return | 25.18% | 27.32%-2.1pp | 802.84%-777.7pp | 81.00%-55.8pp |
| Employer contribution / active EE | $5,345 | $3,324+60.8% | $5,143+3.9% | $2,440+119.1% |
| Participant deferral / active EE | $5,705 | $3,260+75.0% | $5,198+9.8% | $3,607+58.1% |
| Admin fee / account holder | $3,105 | $5,884-47.2% | $13,954-77.7% | $5,124-39.4% |