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 | $236,011 | $93,571+152.2% | $135,903+73.7% | $75,163+214.0% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 17.10% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $6,931 | $3,537+96.0% | $4,856+42.7% | $2,670+159.6% |
| Participant deferral / active EE | $5,585 | $6,404-12.8% | $7,758-28.0% | $4,125+35.4% |
| Admin fee / account holder | $100,104 | $6,975+1335.1% | $10,762+830.2% | $5,651+1671.5% |