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 | $236,003 | $83,902+181.3% | $167,512+40.9% | $84,808+178.3% |
| Participation rate | 97.7% | 66.5%+31.2pp | 77.1%+20.6pp | 68.3%+29.4pp |
| Annual return | 15.18% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,188 | $2,264+40.8% | $3,882-17.9% | $2,631+21.2% |
| Participant deferral / active EE | $15,942 | $4,442+258.9% | $6,405+148.9% | $4,212+278.5% |
| Admin fee / account holder | $12,758 | $7,915+61.2% | $9,769+30.6% | $7,344+73.7% |