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 | $191,955 | $85,766+123.8% | $136,294+40.8% | $70,131+173.7% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.5pp | 69.5%+28.8pp |
| Annual return | 21.19% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $7,256 | $2,966+144.6% | $4,695+54.5% | $2,342+209.8% |
| Participant deferral / active EE | $7,752 | $5,051+53.5% | $6,247+24.1% | $3,332+132.7% |
| Admin fee / account holder | $421 | $5,420-92.2% | $9,243-95.4% | $4,645-90.9% |