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 | $134,655 | $56,053+140.2% | $75,972+77.2% | $80,856+66.5% |
| Participation rate | 98.4% | 62.0%+36.4pp | 69.1%+29.4pp | 67.6%+30.8pp |
| Annual return | 11.08% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,425 | $1,874+82.7% | $2,685+27.6% | $2,755+24.3% |
| Participant deferral / active EE | $4,249 | $3,052+39.2% | $4,255-0.1% | $4,296-1.1% |
| Admin fee / account holder | $15,284 | $5,234+192.0% | $6,467+136.3% | $6,918+120.9% |