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 | $199,621 | $63,346+215.1% | $92,233+116.4% | $70,131+184.6% |
| Participation rate | 98.3% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | 17.23% | 530.12%-512.9pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $12,295 | $2,471+397.5% | $3,679+234.2% | $2,342+424.9% |
| Participant deferral / active EE | $2,892 | $2,854+1.3% | $3,897-25.8% | $3,332-13.2% |
| Admin fee / account holder | $5,016 | $3,840+30.6% | $5,194-3.4% | $4,645+8.0% |