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 | $169,376 | $58,208+191.0% | $81,812+107.0% | $80,856+109.5% |
| Participation rate | 83.9% | 63.4%+20.5pp | 72.3%+11.5pp | 67.6%+16.2pp |
| Annual return | 19.09% | 41.66%-22.6pp | 773.79%-754.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $4,653 | $2,340+98.9% | $2,912+59.8% | $2,755+68.9% |
| Participant deferral / active EE | $10,452 | $3,281+218.6% | $4,319+142.0% | $4,296+143.3% |
| Admin fee / account holder | $11,421 | $4,981+129.3% | $7,386+54.6% | $6,918+65.1% |