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 | $194,949 | $85,766+127.3% | $136,294+43.0% | $70,131+178.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 20.41% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $6,481 | $2,966+118.5% | $4,695+38.0% | $2,342+176.7% |
| Participant deferral / active EE | $10,003 | $5,051+98.0% | $6,247+60.1% | $3,332+200.2% |
| Admin fee / account holder | $16,097 | $5,420+197.0% | $9,243+74.1% | $4,645+246.5% |