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 | $176,700 | $74,888+136.0% | $71,209+148.1% | $142,382+24.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.00% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,384 | $2,854+158.7% | $2,721+171.4% | $4,299+71.8% |
| Participant deferral / active EE | $7,901 | $4,454+77.4% | $4,175+89.2% | $6,507+21.4% |
| Admin fee / account holder | $3,043 | $5,568-45.4% | $5,349-43.1% | $12,624-75.9% |