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 | $176,540 | $72,277+144.3% | $101,248+74.4% | $79,858+121.1% |
| Participation rate | 97.6% | 68.5%+29.2pp | 75.8%+21.8pp | 69.6%+28.0pp |
| Annual return | 12.41% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,461 | $2,692+102.9% | $3,660+49.2% | $2,471+121.0% |
| Participant deferral / active EE | $8,873 | $3,282+170.4% | $4,370+103.0% | $3,740+137.2% |
| Admin fee / account holder | $1,154 | $4,400-73.8% | $5,945-80.6% | $5,306-78.3% |