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 | $166,418 | $85,766+94.0% | $136,294+22.1% | $70,131+137.3% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 20.10% | 31.45%-11.4pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $10,670 | $2,966+259.7% | $4,695+127.2% | $2,342+355.5% |
| Participant deferral / active EE | $14,281 | $5,051+182.7% | $6,247+128.6% | $3,332+328.7% |
| Admin fee / account holder | $12,011 | $5,420+121.6% | $9,243+29.9% | $4,645+158.6% |