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 | $58,208+175.5% | $81,812+96.0% | $80,856+98.4% |
| Participation rate | 97.7% | 63.4%+34.3pp | 72.3%+25.4pp | 67.6%+30.1pp |
| Annual return | 23.03% | 41.66%-18.6pp | 773.79%-750.8pp | 35.59%-12.6pp |
| Employer contribution / active EE | $3,679 | $2,340+57.2% | $2,912+26.3% | $2,755+33.5% |
| Participant deferral / active EE | $5,531 | $3,281+68.6% | $4,319+28.1% | $4,296+28.7% |
| Admin fee / account holder | $3,987 | $4,981-20.0% | $7,386-46.0% | $6,918-42.4% |