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 | $169,794 | $53,127+219.6% | $86,590+96.1% | $70,131+142.1% |
| Participation rate | 87.1% | 65.3%+21.8pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 17.68% | 27.66%-10.0pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,643 | $2,068+27.8% | $2,839-6.9% | $2,342+12.8% |
| Participant deferral / active EE | $4,768 | $2,696+76.9% | $3,609+32.1% | $3,332+43.1% |
| Admin fee / account holder | $855 | $3,585-76.2% | $4,906-82.6% | $4,645-81.6% |