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 | $74,888+117.8% | $71,209+129.0% | $142,382+14.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 19.32% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,449 | $2,854+55.9% | $2,721+63.5% | $4,299+3.5% |
| Participant deferral / active EE | $8,927 | $4,454+100.4% | $4,175+113.8% | $6,507+37.2% |
| Admin fee / account holder | $4,017 | $5,568-27.9% | $5,349-24.9% | $12,624-68.2% |