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 | $219,725 | $91,538+140.0% | $129,995+69.0% | $75,163+192.3% |
| Participation rate | 91.2% | 71.4%+19.8pp | 78.5%+12.7pp | 67.2%+24.0pp |
| Annual return | 17.98% | -631.11%+649.1pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $6,867 | $2,845+141.3% | $4,320+59.0% | $2,670+157.2% |
| Participant deferral / active EE | $6,227 | $4,341+43.5% | $5,820+7.0% | $4,125+51.0% |
| Admin fee / account holder | $2,491 | $6,790-63.3% | $10,614-76.5% | $5,651-55.9% |