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 | $153,939 | $65,365+135.5% | $92,893+65.7% | $72,985+110.9% |
| Participation rate | 97.7% | 68.3%+29.4pp | 76.0%+21.7pp | 69.5%+28.2pp |
| Annual return | 18.27% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $4,118 | $2,594+58.8% | $3,653+12.8% | $2,440+68.8% |
| Participant deferral / active EE | $6,858 | $3,128+119.2% | $4,236+61.9% | $3,607+90.1% |
| Admin fee / account holder | $1,257 | $4,251-70.4% | $5,794-78.3% | $5,124-75.5% |