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 | $162,821 | $53,127+206.5% | $86,590+88.0% | $70,131+132.2% |
| Participation rate | 97.5% | 65.3%+32.2pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 13.83% | 27.66%-13.8pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,194 | $2,068+54.4% | $2,839+12.5% | $2,342+36.4% |
| Participant deferral / active EE | $8,964 | $2,696+232.5% | $3,609+148.4% | $3,332+169.0% |
| Admin fee / account holder | $22,174 | $3,585+518.4% | $4,906+352.0% | $4,645+377.3% |