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 | $160,648 | $58,927+172.6% | $76,817+109.1% | $72,985+120.1% |
| Participation rate | 88.2% | 67.3%+20.9pp | 72.1%+16.2pp | 69.5%+18.7pp |
| Annual return | 18.87% | 2305.64%-2286.8pp | 1166.11%-1147.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,701 | $1,787+51.2% | $2,302+17.3% | $2,440+10.7% |
| Participant deferral / active EE | $5,093 | $2,690+89.3% | $3,336+52.7% | $3,607+41.2% |
| Admin fee / account holder | $38,875 | $4,013+868.8% | $6,420+505.5% | $5,124+658.6% |