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 | $172,098 | $63,346+171.7% | $92,233+86.6% | $70,131+145.4% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 18.84% | 530.12%-511.3pp | 176.28%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $7,216 | $2,471+192.0% | $3,679+96.1% | $2,342+208.1% |
| Participant deferral / active EE | $4,161 | $2,854+45.8% | $3,897+6.8% | $3,332+24.9% |
| Admin fee / account holder | $6,261 | $3,840+63.0% | $5,194+20.6% | $4,645+34.8% |