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 | $161,033 | $80,968+98.9% | $96,544+66.8% | $75,163+114.2% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 14.65% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $9,690 | $2,282+324.7% | $2,965+226.8% | $2,670+263.0% |
| Participant deferral / active EE | $6,709 | $3,928+70.8% | $4,851+38.3% | $4,125+62.6% |
| Admin fee / account holder | $2,395 | $6,724-64.4% | $8,252-71.0% | $5,651-57.6% |