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 | $208,031 | $93,571+122.3% | $135,903+53.1% | $75,163+176.8% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 16.99% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,179 | $3,537-66.7% | $4,856-75.7% | $2,670-55.8% |
| Participant deferral / active EE | $11,455 | $6,404+78.9% | $7,758+47.7% | $4,125+177.7% |
| Admin fee / account holder | $48,568 | $6,975+596.3% | $10,762+351.3% | $5,651+759.5% |