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 | $145,706 | $63,346+130.0% | $92,233+58.0% | $70,131+107.8% |
| Participation rate | 90.4% | 68.7%+21.7pp | 76.5%+13.9pp | 69.5%+20.8pp |
| Annual return | 17.93% | 530.12%-512.2pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,855 | $2,471+96.5% | $3,679+32.0% | $2,342+107.3% |
| Participant deferral / active EE | $4,260 | $2,854+49.3% | $3,897+9.3% | $3,332+27.9% |
| Admin fee / account holder | $3,318 | $3,840-13.6% | $5,194-36.1% | $4,645-28.6% |