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 | $175,514 | $78,705+123.0% | $117,854+48.9% | $70,131+150.3% |
| Participation rate | 92.4% | 73.2%+19.2pp | 79.7%+12.7pp | 69.5%+22.9pp |
| Annual return | 23.69% | 23.30%+0.4pp | 335.08%-311.4pp | 73.14%-49.4pp |
| Employer contribution / active EE | $6,403 | $2,223+188.0% | $3,786+69.1% | $2,342+173.3% |
| Participant deferral / active EE | $11,890 | $3,297+260.6% | $4,482+165.3% | $3,332+256.9% |
| Admin fee / account holder | $17,057 | $5,065+236.7% | $8,020+112.7% | $4,645+267.2% |