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 | $194,598 | $95,416+103.9% | $185,823+4.7% | $85,850+126.7% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 18.68% | 23.59%-4.9pp | 122.05%-103.4pp | 318.53%-299.8pp |
| Employer contribution / active EE | $4,222 | $3,314+27.4% | $5,167-18.3% | $2,565+64.6% |
| Participant deferral / active EE | $6,986 | $3,423+104.1% | $5,568+25.5% | $3,952+76.8% |
| Admin fee / account holder | $2,372 | $7,213-67.1% | $16,237-85.4% | $6,260-62.1% |