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 | $245,103 | $85,766+185.8% | $136,294+79.8% | $70,131+249.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.00% | 31.45%-10.5pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,481 | $2,966-16.4% | $4,695-47.2% | $2,342+5.9% |
| Participant deferral / active EE | $8,567 | $5,051+69.6% | $6,247+37.1% | $3,332+157.1% |
| Admin fee / account holder | $1,593 | $5,420-70.6% | $9,243-82.8% | $4,645-65.7% |