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 5-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 | $161,048 | $58,208+176.7% | $81,812+96.9% | $80,856+99.2% |
| Participation rate | 96.4% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 13.31% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $9,399 | $2,340+301.7% | $2,912+222.7% | $2,755+241.2% |
| Participant deferral / active EE | $10,918 | $3,281+232.8% | $4,319+152.8% | $4,296+154.2% |
| Admin fee / account holder | $2,548 | $4,981-48.8% | $7,386-65.5% | $6,918-63.2% |