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 5-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 | $175,359 | $58,234+201.1% | $81,783+114.4% | $80,874+116.8% |
| Participation rate | 97.7% | 63.4%+34.2pp | 72.4%+25.3pp | 67.6%+30.0pp |
| Annual return | 16.99% | 41.70%-24.7pp | 775.05%-758.1pp | 35.62%-18.6pp |
| Employer contribution / active EE | $20,310 | $2,341+767.4% | $2,913+597.3% | $2,756+637.0% |
| Participant deferral / active EE | $19,246 | $3,283+486.3% | $4,320+345.5% | $4,297+347.9% |
| Admin fee / account holder | $2,083 | $4,982-58.2% | $7,380-71.8% | $6,935-70.0% |