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 | $241,998 | $114,381+111.6% | $107,525+125.1% | $142,382+70.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.18% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,321 | $4,015+57.5% | $3,754+68.4% | $4,299+47.0% |
| Participant deferral / active EE | $5,749 | $5,564+3.3% | $5,116+12.4% | $6,507-11.6% |
| Admin fee / account holder | $4,394 | $9,860-55.4% | $8,919-50.7% | $12,624-65.2% |