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 | $246,171 | $85,766+187.0% | $136,294+80.6% | $70,131+251.0% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 14.36% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,695 | $2,966+58.3% | $4,6950% | $2,342+100.4% |
| Participant deferral / active EE | $7,611 | $5,051+50.7% | $6,247+21.8% | $3,332+128.4% |
| Admin fee / account holder | $18,605 | $5,420+243.2% | $9,243+101.3% | $4,645+300.5% |