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 | $138,414 | $56,114+146.7% | $96,139+44.0% | $85,850+61.2% |
| Participation rate | 71.4% | 56.7%+14.7pp | 68.4%+3.0pp | 69.3%+2.1pp |
| Annual return | 13.21% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,517 | $1,620+55.4% | $2,797-10.0% | $2,565-1.9% |
| Participant deferral / active EE | $3,739 | $2,859+30.8% | $4,349-14.0% | $3,952-5.4% |
| Admin fee / account holder | $16,503 | $3,768+338.0% | $5,537+198.1% | $6,260+163.6% |