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 | $224,979 | $98,750+127.8% | $149,696+50.3% | $79,858+181.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 21.28% | 27.43%-6.1pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $5,601 | $3,216+74.1% | $4,644+20.6% | $2,471+126.7% |
| Participant deferral / active EE | $12,805 | $5,680+125.4% | $6,842+87.2% | $3,740+242.4% |
| Admin fee / account holder | $1,272 | $6,053-79.0% | $9,309-86.3% | $5,306-76.0% |