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 | $192,425 | $98,750+94.9% | $149,696+28.5% | $79,858+141.0% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 15.59% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,835 | $3,216+19.2% | $4,644-17.4% | $2,471+55.2% |
| Participant deferral / active EE | $6,989 | $5,680+23.0% | $6,842+2.2% | $3,740+86.9% |
| Admin fee / account holder | $2,572 | $6,053-57.5% | $9,309-72.4% | $5,306-51.5% |