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 | $123,214 | $78,705+56.6% | $117,854+4.5% | $70,131+75.7% |
| Participation rate | 98.3% | 73.2%+25.1pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 13.98% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $4,119 | $2,223+85.3% | $3,786+8.8% | $2,342+75.9% |
| Participant deferral / active EE | $7,600 | $3,297+130.5% | $4,482+69.6% | $3,332+128.1% |
| Admin fee / account holder | $6,621 | $5,065+30.7% | $8,020-17.4% | $4,645+42.5% |