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 | $171,240 | $58,208+194.2% | $81,812+109.3% | $80,856+111.8% |
| Participation rate | 94.6% | 63.4%+31.2pp | 72.3%+22.3pp | 67.6%+27.0pp |
| Annual return | 18.72% | 41.66%-22.9pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,190 | $2,340+79.1% | $2,912+43.9% | $2,755+52.1% |
| Participant deferral / active EE | $11,493 | $3,281+250.3% | $4,319+166.1% | $4,296+167.5% |
| Admin fee / account holder | $2,357 | $4,981-52.7% | $7,386-68.1% | $6,918-65.9% |