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 | $241,393 | $85,766+181.5% | $136,294+77.1% | $70,131+244.2% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 22.77% | 31.45%-8.7pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $4,109 | $2,966+38.5% | $4,695-12.5% | $2,342+75.4% |
| Participant deferral / active EE | $15,284 | $5,051+202.6% | $6,247+144.7% | $3,332+358.7% |
| Admin fee / account holder | $2,263 | $5,420-58.3% | $9,243-75.5% | $4,645-51.3% |