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 | $210,062 | $93,571+124.5% | $135,903+54.6% | $75,163+179.5% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 17.12% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,122 | $3,537+16.6% | $4,856-15.1% | $2,670+54.4% |
| Participant deferral / active EE | $6,728 | $6,404+5.1% | $7,758-13.3% | $4,125+63.1% |
| Admin fee / account holder | $28,897 | $6,975+314.3% | $10,762+168.5% | $5,651+411.4% |