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 | $119,610 | $58,208+105.5% | $81,812+46.2% | $80,856+47.9% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.5pp | 67.6%+24.2pp |
| Annual return | 11.56% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,241 | $2,340+38.5% | $2,912+11.3% | $2,755+17.6% |
| Participant deferral / active EE | $8,844 | $3,281+169.6% | $4,319+104.8% | $4,296+105.9% |
| Admin fee / account holder | $12,106 | $4,981+143.0% | $7,386+63.9% | $6,918+75.0% |