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 | $178,921 | $73,933+142.0% | $96,683+85.1% | $75,163+138.0% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 19.25% | 26.70%-7.5pp | 35.69%-16.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $9,061 | $2,928+209.5% | $3,737+142.5% | $2,670+239.4% |
| Participant deferral / active EE | $9,759 | $3,659+166.7% | $4,878+100.1% | $4,125+136.6% |
| Admin fee / account holder | $2,514 | $5,216-51.8% | $6,730-62.6% | $5,651-55.5% |