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 | $193,395 | $79,449+143.4% | $189,557+2.0% | $85,850+125.3% |
| Participation rate | 96.1% | 66.0%+30.1pp | 78.4%+17.6pp | 69.3%+26.8pp |
| Annual return | 18.49% | 18.45%0pp | 64.17%-45.7pp | 318.53%-300.0pp |
| Employer contribution / active EE | $4,080 | $2,081+96.1% | $4,412-7.5% | $2,565+59.1% |
| Participant deferral / active EE | $10,172 | $4,051+151.1% | $6,174+64.8% | $3,952+157.4% |
| Admin fee / account holder | $10,681 | $5,377+98.6% | $9,807+8.9% | $6,260+70.6% |