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 | $174,451 | $51,638+237.8% | $68,368+155.2% | $82,448+111.6% |
| Participation rate | 97.1% | 63.6%+33.5pp | 73.8%+23.4pp | 68.1%+29.1pp |
| Annual return | 17.88% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $30,412 | $2,047+1386.1% | $2,649+1048.1% | $2,551+1092.2% |
| Participant deferral / active EE | $26,054 | $2,914+794.2% | $4,123+532.0% | $4,139+529.4% |
| Admin fee / account holder | $50,128 | $4,643+979.5% | $5,150+873.4% | $7,234+592.9% |