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 | $120,520 | $52,279+130.5% | $89,391+34.8% | $79,858+50.9% |
| Participation rate | 98.6% | 57.5%+41.1pp | 68.0%+30.6pp | 69.6%+29.0pp |
| Annual return | 19.12% | 22.16%-3.0pp | 245.62%-226.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,555 | $1,572+62.6% | $2,586-1.2% | $2,471+3.4% |
| Participant deferral / active EE | $4,843 | $2,740+76.8% | $3,890+24.5% | $3,740+29.5% |
| Admin fee / account holder | $2,036 | $3,356-39.3% | $4,881-58.3% | $5,306-61.6% |