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 | $160,421 | $85,202+88.3% | $172,739-7.1% | $72,985+119.8% |
| Participation rate | 96.4% | 70.1%+26.3pp | 82.6%+13.7pp | 69.5%+26.9pp |
| Annual return | 16.64% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $11,004 | $3,324+231.0% | $5,143+114.0% | $2,440+351.0% |
| Participant deferral / active EE | $8,136 | $3,260+149.6% | $5,198+56.5% | $3,607+125.5% |
| Admin fee / account holder | $23,338 | $5,884+296.6% | $13,954+67.3% | $5,124+355.4% |