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 | $240,275 | $85,766+180.2% | $136,294+76.3% | $70,131+242.6% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 19.62% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,620 | $2,966-11.7% | $4,695-44.2% | $2,342+11.8% |
| Participant deferral / active EE | $6,929 | $5,051+37.2% | $6,247+10.9% | $3,332+108.0% |
| Admin fee / account holder | $3,760 | $5,420-30.6% | $9,243-59.3% | $4,645-19.1% |