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 | $193,472 | $93,571+106.8% | $135,903+42.4% | $75,163+157.4% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.1pp | 67.2%+14.9pp |
| Annual return | 19.26% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $8,128 | $3,537+129.8% | $4,856+67.4% | $2,670+204.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $615 | $6,975-91.2% | $10,762-94.3% | $5,651-89.1% |