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 | $148,839 | $85,202+74.7% | $172,739-13.8% | $72,985+103.9% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.7pp |
| Annual return | 18.75% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $11,578 | $3,324+248.3% | $5,143+125.1% | $2,440+374.5% |
| Participant deferral / active EE | $2,432 | $3,260-25.4% | $5,198-53.2% | $3,607-32.6% |
| Admin fee / account holder | $5,050 | $5,884-14.2% | $13,954-63.8% | $5,124-1.4% |