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 | $132,761 | $58,208+128.1% | $81,812+62.3% | $80,856+64.2% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 14.56% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,725 | $2,340+59.2% | $2,912+27.9% | $2,755+35.2% |
| Participant deferral / active EE | $9,514 | $3,281+190.0% | $4,319+120.3% | $4,296+121.5% |
| Admin fee / account holder | $8,742 | $4,981+75.5% | $7,386+18.4% | $6,918+26.4% |