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 3-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 | $168,829 | $54,705+208.6% | $71,209+137.1% | $84,808+99.1% |
| Participation rate | 92.6% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.3pp |
| Annual return | 16.55% | 35.90%-19.3pp | 282.51%-266.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $23,107 | $2,158+970.8% | $2,721+749.2% | $2,631+778.3% |
| Participant deferral / active EE | $10,415 | $3,030+243.7% | $4,175+149.4% | $4,212+147.3% |
| Admin fee / account holder | $4,043 | $4,863-16.9% | $5,349-24.4% | $7,344-44.9% |