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 | $183,197 | $85,766+113.6% | $136,294+34.4% | $70,131+161.2% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 17.67% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $7,465 | $2,966+151.7% | $4,695+59.0% | $2,342+218.7% |
| Participant deferral / active EE | $12,792 | $5,051+153.2% | $6,247+104.8% | $3,332+283.9% |
| Admin fee / account holder | $497 | $5,420-90.8% | $9,243-94.6% | $4,645-89.3% |