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 | $211,041 | $91,538+130.5% | $129,995+62.3% | $75,163+180.8% |
| Participation rate | 94.7% | 71.4%+23.3pp | 78.5%+16.3pp | 67.2%+27.5pp |
| Annual return | 15.11% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,249 | $2,845+49.3% | $4,320-1.6% | $2,670+59.1% |
| Participant deferral / active EE | $10,842 | $4,341+149.8% | $5,820+86.3% | $4,125+162.8% |
| Admin fee / account holder | $4,224 | $6,790-37.8% | $10,614-60.2% | $5,651-25.2% |