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 | $174,302 | $54,705+218.6% | $71,209+144.8% | $84,808+105.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 16.65% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,064 | $2,158+227.4% | $2,721+159.6% | $2,631+168.5% |
| Participant deferral / active EE | $13,756 | $3,030+353.9% | $4,175+229.5% | $4,212+226.6% |
| Admin fee / account holder | $2,752 | $4,863-43.4% | $5,349-48.5% | $7,344-62.5% |