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 | $199,852 | $68,346+192.4% | $94,646+111.2% | $75,163+165.9% |
| Participation rate | 90.0% | 76.1%+13.9pp | 80.8%+9.2pp | 67.2%+22.8pp |
| Annual return | 15.85% | 616.93%-601.1pp | 156.71%-140.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $4,016 | $2,701+48.7% | $3,672+9.4% | $2,670+50.4% |
| Participant deferral / active EE | $12,572 | $6,537+92.3% | $7,418+69.5% | $4,125+204.8% |
| Admin fee / account holder | $11,415 | $5,326+114.3% | $7,231+57.9% | $5,651+102.0% |