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 | $236,868 | $85,766+176.2% | $136,294+73.8% | $70,131+237.8% |
| Participation rate | 98.5% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 15.93% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,349 | $2,966-54.5% | $4,695-71.3% | $2,342-42.4% |
| Participant deferral / active EE | $9,468 | $5,051+87.4% | $6,247+51.6% | $3,332+184.2% |
| Admin fee / account holder | $40,103 | $5,420+639.9% | $9,243+333.9% | $4,645+763.3% |