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 | $124,041 | $58,208+113.1% | $81,812+51.6% | $80,856+53.4% |
| Participation rate | 91.7% | 63.4%+28.3pp | 72.3%+19.3pp | 67.6%+24.0pp |
| Annual return | 11.02% | 41.66%-30.6pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,390 | $2,340+2.1% | $2,912-17.9% | $2,755-13.2% |
| Participant deferral / active EE | $6,674 | $3,281+103.4% | $4,319+54.5% | $4,296+55.4% |
| Admin fee / account holder | $8,050 | $4,981+61.6% | $7,386+9.0% | $6,918+16.4% |