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 | $190,118 | $63,346+200.1% | $92,233+106.1% | $70,131+171.1% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 17.44% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $34,768 | $2,471+1307.0% | $3,679+844.9% | $2,342+1384.3% |
| Participant deferral / active EE | $2,928 | $2,854+2.6% | $3,897-24.9% | $3,332-12.1% |
| Admin fee / account holder | $11,897 | $3,840+209.8% | $5,194+129.1% | $4,645+156.1% |