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 | $191,537 | $85,766+123.3% | $136,294+40.5% | $70,131+173.1% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 15.06% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,531 | $2,966+52.8% | $4,695-3.5% | $2,342+93.4% |
| Participant deferral / active EE | $11,359 | $5,051+124.9% | $6,247+81.8% | $3,332+240.9% |
| Admin fee / account holder | $30,176 | $5,420+456.7% | $9,243+226.5% | $4,645+549.6% |