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 6-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 | $170,151 | $73,933+130.1% | $96,683+76.0% | $75,163+126.4% |
| Participation rate | 76.2% | 66.4%+9.8pp | 74.3%+1.8pp | 67.2%+9.0pp |
| Annual return | 15.10% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,253 | $2,928+45.3% | $3,737+13.8% | $2,670+59.3% |
| Participant deferral / active EE | $9,619 | $3,659+162.9% | $4,878+97.2% | $4,125+133.2% |
| Admin fee / account holder | $12,468 | $5,216+139.0% | $6,730+85.3% | $5,651+120.6% |