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 | $160,380 | $58,234+175.4% | $81,783+96.1% | $80,874+98.3% |
| Participation rate | 97.7% | 63.4%+34.3pp | 72.4%+25.4pp | 67.6%+30.1pp |
| Annual return | 23.03% | 41.70%-18.7pp | 775.05%-752.0pp | 35.62%-12.6pp |
| Employer contribution / active EE | $3,679 | $2,341+57.1% | $2,913+26.3% | $2,756+33.5% |
| Participant deferral / active EE | $5,531 | $3,283+68.5% | $4,320+28.0% | $4,297+28.7% |
| Admin fee / account holder | $3,987 | $4,982-20.0% | $7,380-46.0% | $6,935-42.5% |