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 | $205,415 | $91,538+124.4% | $129,995+58.0% | $75,163+173.3% |
| Participation rate | 91.5% | 71.4%+20.1pp | 78.5%+13.1pp | 67.2%+24.4pp |
| Annual return | 15.47% | -631.11%+646.6pp | -137.18%+152.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $19,670 | $2,845+591.3% | $4,320+355.4% | $2,670+636.8% |
| Participant deferral / active EE | $13,028 | $4,341+200.1% | $5,820+123.9% | $4,125+215.8% |
| Admin fee / account holder | $7,136 | $6,790+5.1% | $10,614-32.8% | $5,651+26.3% |