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 | $120,981 | $52,279+131.4% | $89,391+35.3% | $79,858+51.5% |
| Participation rate | 97.4% | 57.5%+39.8pp | 68.0%+29.4pp | 69.6%+27.7pp |
| Annual return | 16.91% | 22.16%-5.3pp | 245.62%-228.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $8,298 | $1,572+428.0% | $2,586+220.9% | $2,471+235.8% |
| Participant deferral / active EE | $10,366 | $2,740+278.3% | $3,890+166.5% | $3,740+177.2% |
| Admin fee / account holder | $1,012 | $3,356-69.8% | $4,881-79.3% | $5,306-80.9% |