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 | $129,994 | $70,908+83.3% | $98,907+31.4% | $73,488+76.9% |
| Participation rate | 95.2% | 73.8%+21.5pp | 76.0%+19.2pp | 70.7%+24.6pp |
| Annual return | 25.66% | 34.17%-8.5pp | 196.43%-170.8pp | 28.51%-2.9pp |
| Employer contribution / active EE | $3,591 | $2,036+76.4% | $2,689+33.6% | $2,270+58.2% |
| Participant deferral / active EE | $5,059 | $3,500+44.5% | $4,244+19.2% | $3,740+35.3% |
| Admin fee / account holder | $16,436 | $535+2972.6% | $6,642+147.5% | $513+3103.4% |