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 | $237,843 | $85,766+177.3% | $136,294+74.5% | $70,131+239.1% |
| Participation rate | 90.6% | 74.2%+16.4pp | 81.9%+8.6pp | 69.5%+21.0pp |
| Annual return | 14.33% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,239 | $2,966+42.9% | $4,695-9.7% | $2,342+81.0% |
| Participant deferral / active EE | $13,806 | $5,051+173.3% | $6,247+121.0% | $3,332+314.4% |
| Admin fee / account holder | $31,445 | $5,420+480.1% | $9,243+240.2% | $4,645+576.9% |