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 | $139,332 | $53,127+162.3% | $86,590+60.9% | $70,131+98.7% |
| Participation rate | 91.7% | 65.3%+26.4pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 13.93% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $4,610 | $2,068+122.9% | $2,839+62.4% | $2,342+96.8% |
| Participant deferral / active EE | $5,893 | $2,696+118.6% | $3,609+63.3% | $3,332+76.9% |
| Admin fee / account holder | $11,771 | $3,585+228.3% | $4,906+140.0% | $4,645+153.4% |