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 | $178,738 | $65,365+173.4% | $92,893+92.4% | $72,985+144.9% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.0%+22.6pp | 69.5%+29.2pp |
| Annual return | 19.11% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $11,859 | $2,594+357.1% | $3,653+224.7% | $2,440+386.0% |
| Participant deferral / active EE | $6,250 | $3,128+99.8% | $4,236+47.5% | $3,607+73.3% |
| Admin fee / account holder | $60,219 | $4,251+1316.5% | $5,794+939.4% | $5,124+1075.2% |