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 | $185,211 | $78,705+135.3% | $117,854+57.2% | $70,131+164.1% |
| Participation rate | 97.5% | 73.2%+24.3pp | 79.7%+17.8pp | 69.5%+28.0pp |
| Annual return | 19.25% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $8,592 | $2,223+286.5% | $3,786+126.9% | $2,342+266.8% |
| Participant deferral / active EE | $8,556 | $3,297+159.5% | $4,482+90.9% | $3,332+156.8% |
| Admin fee / account holder | $1,143 | $5,065-77.4% | $8,020-85.8% | $4,645-75.4% |