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 | $227,323 | $77,314+194.0% | $177,989+27.7% | $80,856+181.1% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 13.59% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,656 | $2,292+59.5% | $3,949-7.4% | $2,755+32.7% |
| Participant deferral / active EE | $7,386 | $4,411+67.5% | $6,276+17.7% | $4,296+71.9% |
| Admin fee / account holder | $16,718 | $7,191+132.5% | $10,363+61.3% | $6,918+141.7% |