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 | $192,441 | $91,538+110.2% | $129,995+48.0% | $75,163+156.0% |
| Participation rate | 97.5% | 71.4%+26.1pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 18.60% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $10,622 | $2,845+273.3% | $4,320+145.9% | $2,670+297.8% |
| Participant deferral / active EE | $7,963 | $4,341+83.4% | $5,820+36.8% | $4,125+93.0% |
| Admin fee / account holder | $11,495 | $6,790+69.3% | $10,614+8.3% | $5,651+103.4% |