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 | $176,376 | $68,346+158.1% | $94,646+86.4% | $75,163+134.7% |
| Participation rate | 90.8% | 76.1%+14.7pp | 80.8%+10.0pp | 67.2%+23.6pp |
| Annual return | 18.33% | 616.93%-598.6pp | 156.71%-138.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,824 | $2,701+4.6% | $3,672-23.1% | $2,670+5.8% |
| Participant deferral / active EE | $8,380 | $6,537+28.2% | $7,418+13.0% | $4,125+103.2% |
| Admin fee / account holder | $3,446 | $5,326-35.3% | $7,231-52.3% | $5,651-39.0% |