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 | $156,899 | $58,208+169.6% | $81,812+91.8% | $80,856+94.0% |
| Participation rate | 95.7% | 63.4%+32.3pp | 72.3%+23.4pp | 67.6%+28.1pp |
| Annual return | 20.14% | 41.66%-21.5pp | 773.79%-753.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $5,853 | $2,340+150.1% | $2,912+101.0% | $2,755+112.5% |
| Participant deferral / active EE | $7,427 | $3,281+126.4% | $4,319+72.0% | $4,296+72.9% |
| Admin fee / account holder | $8,551 | $4,981+71.7% | $7,386+15.8% | $6,918+23.6% |