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 | $161,934 | $58,208+178.2% | $81,812+97.9% | $80,856+100.3% |
| Participation rate | 95.7% | 63.4%+32.2pp | 72.3%+23.3pp | 67.6%+28.0pp |
| Annual return | 17.53% | 41.66%-24.1pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,572 | $2,340+9.9% | $2,912-11.7% | $2,755-6.6% |
| Participant deferral / active EE | $4,572 | $3,281+39.3% | $4,319+5.9% | $4,296+6.4% |
| Admin fee / account holder | $776 | $4,981-84.4% | $7,386-89.5% | $6,918-88.8% |