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 | $138,951 | $48,795+184.8% | $65,493+112.2% | $84,808+63.8% |
| Participation rate | 96.4% | 67.0%+29.4pp | 73.1%+23.3pp | 68.3%+28.1pp |
| Annual return | 11.99% | 20.20%-8.2pp | 982.45%-970.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $8,057 | $1,930+317.5% | $2,574+213.0% | $2,631+206.2% |
| Participant deferral / active EE | $7,521 | $2,928+156.8% | $3,961+89.9% | $4,212+78.6% |
| Admin fee / account holder | $1,023 | $3,877-73.6% | $5,028-79.6% | $7,344-86.1% |