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 | $170,667 | $85,766+99.0% | $136,294+25.2% | $70,131+143.4% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 19.29% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,865 | $2,966-3.4% | $4,695-39.0% | $2,342+22.3% |
| Participant deferral / active EE | $12,474 | $5,051+146.9% | $6,247+99.7% | $3,332+274.4% |
| Admin fee / account holder | $24,239 | $5,420+347.2% | $9,243+162.2% | $4,645+421.8% |