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 | $193,201 | $77,145+150.4% | $108,410+78.2% | $85,850+125.0% |
| Participation rate | 90.0% | 74.7%+15.3pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 17.65% | 44.54%-26.9pp | 905.27%-887.6pp | 318.53%-300.9pp |
| Employer contribution / active EE | $4,557 | $2,379+91.5% | $3,558+28.1% | $2,565+77.6% |
| Participant deferral / active EE | $11,426 | $5,566+105.3% | $6,563+74.1% | $3,952+189.1% |
| Admin fee / account holder | $2,637 | $5,172-49.0% | $7,295-63.9% | $6,260-57.9% |