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 | $131,075 | $48,230+171.8% | $67,502+94.2% | $80,856+62.1% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.6%+30.9pp |
| Annual return | 16.11% | 18.28%-2.2pp | 3512.12%-3496.0pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,201 | $2,020+108.0% | $2,731+53.8% | $2,755+52.5% |
| Participant deferral / active EE | $7,032 | $2,924+140.5% | $4,000+75.8% | $4,296+63.7% |
| Admin fee / account holder | $14,037 | $3,681+281.3% | $3,998+251.1% | $6,918+102.9% |