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 | $163,104 | $72,071+126.3% | $68,368+138.6% | $137,256+18.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 19.32% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,449 | $2,788+59.6% | $2,649+68.0% | $4,156+7.0% |
| Participant deferral / active EE | $8,927 | $4,410+102.4% | $4,123+116.5% | $6,407+39.3% |
| Admin fee / account holder | $4,017 | $5,336-24.7% | $5,150-22.0% | $12,270-67.3% |