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 | $244,558 | $91,538+167.2% | $129,995+88.1% | $75,163+225.4% |
| Participation rate | 82.5% | 71.4%+11.0pp | 78.5%+4.0pp | 67.2%+15.3pp |
| Annual return | 16.09% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $7,529 | $2,845+164.6% | $4,320+74.3% | $2,670+182.0% |
| Participant deferral / active EE | $5,992 | $4,341+38.0% | $5,820+2.9% | $4,125+45.2% |
| Admin fee / account holder | $12,977 | $6,790+91.1% | $10,614+22.3% | $5,651+129.6% |