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 | $222,524 | $85,766+159.5% | $136,294+63.3% | $70,131+217.3% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 16.93% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $12,120 | $2,966+308.6% | $4,695+158.1% | $2,342+417.4% |
| Participant deferral / active EE | $11,536 | $5,051+128.4% | $6,247+84.7% | $3,332+246.3% |
| Admin fee / account holder | $1,906 | $5,420-64.8% | $9,243-79.4% | $4,645-59.0% |