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 | $195,233 | $85,766+127.6% | $136,294+43.2% | $70,131+178.4% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 16.44% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $4,972 | $2,966+67.6% | $4,695+5.9% | $2,342+112.3% |
| Participant deferral / active EE | $8,233 | $5,051+63.0% | $6,247+31.8% | $3,332+147.1% |
| Admin fee / account holder | $40,006 | $5,420+638.0% | $9,243+332.8% | $4,645+761.2% |