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 | $199,125 | $85,766+132.2% | $136,294+46.1% | $70,131+183.9% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 15.07% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,908 | $2,966+99.2% | $4,695+25.8% | $2,342+152.2% |
| Participant deferral / active EE | $4,618 | $5,051-8.6% | $6,247-26.1% | $3,332+38.6% |
| Admin fee / account holder | $24,561 | $5,420+353.1% | $9,243+165.7% | $4,645+428.7% |