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 | $134,058 | $58,208+130.3% | $81,812+63.9% | $80,856+65.8% |
| Participation rate | 74.1% | 63.4%+10.7pp | 72.3%+1.7pp | 67.6%+6.4pp |
| Annual return | 14.31% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,285 | $2,340+40.4% | $2,912+12.8% | $2,755+19.2% |
| Participant deferral / active EE | $5,125 | $3,281+56.2% | $4,319+18.7% | $4,296+19.3% |
| Admin fee / account holder | $11,606 | $4,981+133.0% | $7,386+57.1% | $6,918+67.8% |