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 | $120,925 | $56,053+115.7% | $75,972+59.2% | $80,856+49.6% |
| Participation rate | 80.9% | 62.0%+18.8pp | 69.1%+11.8pp | 67.6%+13.2pp |
| Annual return | 18.12% | 20.53%-2.4pp | 359.55%-341.4pp | 35.59%-17.5pp |
| Employer contribution / active EE | $3,120 | $1,874+66.5% | $2,685+16.2% | $2,755+13.3% |
| Participant deferral / active EE | $11,974 | $3,052+292.4% | $4,255+181.4% | $4,296+178.7% |
| Admin fee / account holder | $17,037 | $5,234+225.5% | $6,467+163.5% | $6,918+146.3% |