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 | $189,804 | $54,705+247.0% | $71,209+166.5% | $84,808+123.8% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 16.51% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $10,436 | $2,158+383.6% | $2,721+283.6% | $2,631+296.7% |
| Participant deferral / active EE | $13,373 | $3,030+341.3% | $4,175+220.3% | $4,212+217.5% |
| Admin fee / account holder | $14,004 | $4,863+188.0% | $5,349+161.8% | $7,344+90.7% |