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 | $176,283 | $65,365+169.7% | $92,893+89.8% | $72,985+141.5% |
| Participation rate | 97.6% | 68.3%+29.3pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 26.51% | 42.10%-15.6pp | 109.41%-82.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $11,913 | $2,594+359.2% | $3,653+226.1% | $2,440+388.3% |
| Participant deferral / active EE | $11,772 | $3,128+276.3% | $4,236+177.9% | $3,607+226.3% |
| Admin fee / account holder | $1,851 | $4,251-56.4% | $5,794-68.0% | $5,124-63.9% |