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 | $182,415 | $93,571+94.9% | $135,903+34.2% | $75,163+142.7% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 22.58% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $19,533 | $3,537+452.3% | $4,856+302.2% | $2,670+631.6% |
| Participant deferral / active EE | $5,986 | $6,404-6.5% | $7,758-22.8% | $4,125+45.1% |
| Admin fee / account holder | $19,032 | $6,975+172.8% | $10,762+76.8% | $5,651+236.8% |