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 | $129,371 | $85,202+51.8% | $172,739-25.1% | $72,985+77.3% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 16.55% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $7,102 | $3,324+113.6% | $5,143+38.1% | $2,440+191.1% |
| Participant deferral / active EE | $2,822 | $3,260-13.5% | $5,198-45.7% | $3,607-21.8% |
| Admin fee / account holder | $10,113 | $5,884+71.9% | $13,954-27.5% | $5,124+97.3% |