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 | $204,878 | $68,346+199.8% | $94,646+116.5% | $75,163+172.6% |
| Participation rate | 96.2% | 76.1%+20.1pp | 80.8%+15.3pp | 67.2%+29.0pp |
| Annual return | 17.72% | 616.93%-599.2pp | 156.71%-139.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,292 | $2,701+96.0% | $3,672+44.1% | $2,670+98.2% |
| Participant deferral / active EE | $12,679 | $6,537+94.0% | $7,418+70.9% | $4,125+207.4% |
| Admin fee / account holder | $2,032 | $5,326-61.9% | $7,231-71.9% | $5,651-64.0% |