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 | $161,962 | $65,365+147.8% | $92,893+74.4% | $72,985+121.9% |
| Participation rate | 94.0% | 68.3%+25.7pp | 76.0%+18.0pp | 69.5%+24.5pp |
| Annual return | 23.64% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,994 | $2,594+54.0% | $3,653+9.3% | $2,440+63.7% |
| Participant deferral / active EE | $6,228 | $3,128+99.1% | $4,236+47.0% | $3,607+72.6% |
| Admin fee / account holder | $10,687 | $4,251+151.4% | $5,794+84.5% | $5,124+108.6% |