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 | $212,795 | $85,766+148.1% | $136,294+56.1% | $70,131+203.4% |
| Participation rate | 81.1% | 74.2%+6.9pp | 81.9%-0.8pp | 69.5%+11.5pp |
| Annual return | 15.46% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $7,044 | $2,966+137.5% | $4,695+50.0% | $2,342+200.7% |
| Participant deferral / active EE | $9,899 | $5,051+96.0% | $6,247+58.5% | $3,332+197.1% |
| Admin fee / account holder | $18,068 | $5,420+233.3% | $9,243+95.5% | $4,645+289.0% |