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 | $158,030 | $78,705+100.8% | $117,854+34.1% | $70,131+125.3% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 21.63% | 23.30%-1.7pp | 335.08%-313.4pp | 73.14%-51.5pp |
| Employer contribution / active EE | $6,408 | $2,223+188.2% | $3,786+69.2% | $2,342+173.5% |
| Participant deferral / active EE | $5,634 | $3,297+70.9% | $4,482+25.7% | $3,332+69.1% |
| Admin fee / account holder | $9,262 | $5,065+82.9% | $8,020+15.5% | $4,645+99.4% |