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 | $158,339 | $78,705+101.2% | $117,854+34.4% | $70,131+125.8% |
| Participation rate | 98.4% | 73.2%+25.2pp | 79.7%+18.8pp | 69.5%+28.9pp |
| Annual return | 15.78% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,509 | $2,223+57.8% | $3,786-7.3% | $2,342+49.8% |
| Participant deferral / active EE | $7,631 | $3,297+131.4% | $4,482+70.3% | $3,332+129.0% |
| Admin fee / account holder | $24,157 | $5,065+376.9% | $8,020+201.2% | $4,645+420.0% |