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 | $190,717 | $77,314+146.7% | $177,989+7.2% | $80,856+135.9% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.6pp | 67.6%+23.1pp |
| Annual return | 14.30% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,727 | $2,292+193.5% | $3,949+70.4% | $2,755+144.2% |
| Participant deferral / active EE | $6,375 | $4,411+44.5% | $6,276+1.6% | $4,296+48.4% |
| Admin fee / account holder | $15,444 | $7,191+114.8% | $10,363+49.0% | $6,918+123.2% |