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 | $140,310 | $53,822+160.7% | $75,696+85.4% | $85,850+63.4% |
| Participation rate | 98.5% | 69.1%+29.4pp | 74.8%+23.7pp | 69.3%+29.2pp |
| Annual return | 12.84% | 24.54%-11.7pp | 104.53%-91.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $5,279 | $2,017+161.8% | $2,743+92.5% | $2,565+105.8% |
| Participant deferral / active EE | $8,866 | $2,895+206.2% | $3,821+132.0% | $3,952+124.4% |
| Admin fee / account holder | $4,323 | $3,343+29.3% | $3,619+19.4% | $6,260-30.9% |