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 | $149,501 | $52,353+185.6% | $120,225+24.4% | $82,448+81.3% |
| Participation rate | 84.3% | 58.3%+26.0pp | 69.6%+14.7pp | 68.1%+16.2pp |
| Annual return | 16.75% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,616 | $1,510+139.5% | $3,475+4.0% | $2,551+41.8% |
| Participant deferral / active EE | $6,388 | $2,627+143.2% | $3,999+59.8% | $4,139+54.3% |
| Admin fee / account holder | $2,863 | $4,363-34.4% | $5,696-49.7% | $7,234-60.4% |