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 | $208,416 | $91,538+127.7% | $129,995+60.3% | $75,163+177.3% |
| Participation rate | 77.4% | 71.4%+6.0pp | 78.5%-1.1pp | 67.2%+10.2pp |
| Annual return | 17.30% | -631.11%+648.4pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,564 | $2,845+25.3% | $4,320-17.5% | $2,670+33.5% |
| Participant deferral / active EE | $7,058 | $4,341+62.6% | $5,820+21.3% | $4,125+71.1% |
| Admin fee / account holder | $22,619 | $6,790+233.1% | $10,614+113.1% | $5,651+300.3% |