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 | $167,617 | $62,672+167.5% | $185,117-9.5% | $70,131+139.0% |
| Participation rate | 95.6% | 63.8%+31.8pp | 77.3%+18.3pp | 69.5%+26.0pp |
| Annual return | 19.45% | 40.79%-21.3pp | 40.50%-21.0pp | 73.14%-53.7pp |
| Employer contribution / active EE | $7,641 | $1,753+335.8% | $4,182+82.7% | $2,342+226.2% |
| Participant deferral / active EE | $11,823 | $3,272+261.4% | $5,045+134.3% | $3,332+254.9% |
| Admin fee / account holder | $20,832 | $3,932+429.8% | $8,159+155.3% | $4,645+348.4% |