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 | $165,715 | $64,839+155.6% | $95,585+73.4% | $84,808+95.4% |
| Participation rate | 93.0% | 63.8%+29.2pp | 72.1%+20.9pp | 68.3%+24.7pp |
| Annual return | 18.02% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,786 | $1,759+172.1% | $2,527+89.4% | $2,631+81.9% |
| Participant deferral / active EE | $5,491 | $2,965+85.2% | $4,023+36.5% | $4,212+30.4% |
| Admin fee / account holder | $3,526 | $5,964-40.9% | $6,127-42.5% | $7,344-52.0% |