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 | $209,962 | $68,346+207.2% | $94,646+121.8% | $75,163+179.3% |
| Participation rate | 86.2% | 76.1%+10.1pp | 80.8%+5.4pp | 67.2%+19.0pp |
| Annual return | 18.10% | 616.93%-598.8pp | 156.71%-138.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,191 | $2,701+55.2% | $3,672+14.1% | $2,670+57.0% |
| Participant deferral / active EE | $8,340 | $6,537+27.6% | $7,418+12.4% | $4,125+102.2% |
| Admin fee / account holder | $22,120 | $5,326+315.3% | $7,231+205.9% | $5,651+291.4% |