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 | $190,462 | $91,538+108.1% | $129,995+46.5% | $75,163+153.4% |
| Participation rate | 97.1% | 71.4%+25.6pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 15.43% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,691 | $2,845+64.9% | $4,320+8.6% | $2,670+75.7% |
| Participant deferral / active EE | $8,053 | $4,341+85.5% | $5,820+38.4% | $4,125+95.2% |
| Admin fee / account holder | $4,318 | $6,790-36.4% | $10,614-59.3% | $5,651-23.6% |