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 | $188,221 | $85,766+119.5% | $136,294+38.1% | $70,131+168.4% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 14.41% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,472 | $2,966+17.1% | $4,695-26.1% | $2,342+48.2% |
| Participant deferral / active EE | $11,647 | $5,051+130.6% | $6,247+86.4% | $3,332+249.6% |
| Admin fee / account holder | $15,849 | $5,420+192.4% | $9,243+71.5% | $4,645+241.2% |