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 | $139,924 | $58,208+140.4% | $81,812+71.0% | $80,856+73.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 17.70% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,763 | $2,340+60.8% | $2,912+29.2% | $2,755+36.6% |
| Participant deferral / active EE | $6,918 | $3,281+110.8% | $4,319+60.2% | $4,296+61.0% |
| Admin fee / account holder | $11,647 | $4,981+133.8% | $7,386+57.7% | $6,918+68.4% |