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 | $164,842 | $56,053+194.1% | $75,972+117.0% | $80,856+103.9% |
| Participation rate | 87.0% | 62.0%+24.9pp | 69.1%+17.9pp | 67.6%+19.3pp |
| Annual return | 11.85% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,221 | $1,874+18.5% | $2,685-17.3% | $2,755-19.4% |
| Participant deferral / active EE | $10,955 | $3,052+259.0% | $4,255+157.4% | $4,296+155.0% |
| Admin fee / account holder | $9,935 | $5,234+89.8% | $6,467+53.6% | $6,918+43.6% |