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 | $164,446 | $65,561+150.8% | $86,188+90.8% | $75,163+118.8% |
| Participation rate | 76.7% | 60.5%+16.2pp | 69.0%+7.7pp | 67.2%+9.5pp |
| Annual return | 16.53% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $6,710 | $1,553+332.1% | $2,380+181.9% | $2,670+151.3% |
| Participant deferral / active EE | $5,906 | $3,024+95.3% | $3,985+48.2% | $4,125+43.2% |
| Admin fee / account holder | $3,649 | $5,474-33.3% | $6,852-46.7% | $5,651-35.4% |