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 | $193,730 | $80,717+140.0% | $154,803+25.1% | $84,808+128.4% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 21.84% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $9,179 | $2,761+232.4% | $4,305+113.2% | $2,631+248.9% |
| Participant deferral / active EE | $16,894 | $3,303+411.5% | $5,540+204.9% | $4,212+301.1% |
| Admin fee / account holder | $238,060 | $6,746+3429.1% | $14,329+1561.4% | $7,344+3141.6% |