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 | $123,576 | $85,202+45.0% | $172,739-28.5% | $72,985+69.3% |
| Participation rate | 87.1% | 70.1%+17.0pp | 82.6%+4.5pp | 69.5%+17.6pp |
| Annual return | 22.04% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $5,568 | $3,324+67.5% | $5,143+8.3% | $2,440+128.2% |
| Participant deferral / active EE | $3,895 | $3,260+19.5% | $5,198-25.1% | $3,607+8.0% |
| Admin fee / account holder | $3,003 | $5,884-49.0% | $13,954-78.5% | $5,124-41.4% |