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 | $213,344 | $85,766+148.8% | $136,294+56.5% | $70,131+204.2% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 17.28% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,096 | $2,966+4.4% | $4,695-34.1% | $2,342+32.2% |
| Participant deferral / active EE | $7,851 | $5,051+55.4% | $6,247+25.7% | $3,332+135.6% |
| Admin fee / account holder | $12,103 | $5,420+123.3% | $9,243+30.9% | $4,645+160.5% |