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 | $129,906 | $48,795+166.2% | $65,493+98.3% | $84,808+53.2% |
| Participation rate | 95.1% | 67.0%+28.1pp | 73.1%+22.0pp | 68.3%+26.8pp |
| Annual return | 13.85% | 20.20%-6.3pp | 982.45%-968.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,694 | $1,930-12.2% | $2,574-34.2% | $2,631-35.6% |
| Participant deferral / active EE | $3,624 | $2,928+23.7% | $3,961-8.5% | $4,212-14.0% |
| Admin fee / account holder | $4,758 | $3,877+22.7% | $5,028-5.4% | $7,344-35.2% |