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 | $170,595 | $63,346+169.3% | $92,233+85.0% | $70,131+143.3% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 15.75% | 530.12%-514.4pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,999 | $2,471+61.8% | $3,679+8.7% | $2,342+70.7% |
| Participant deferral / active EE | $6,482 | $2,854+127.2% | $3,897+66.4% | $3,332+94.6% |
| Admin fee / account holder | $2,816 | $3,840-26.7% | $5,194-45.8% | $4,645-39.4% |