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 | $194,454 | $58,927+230.0% | $76,817+153.1% | $72,985+166.4% |
| Participation rate | 94.2% | 67.3%+26.9pp | 72.1%+22.1pp | 69.5%+24.7pp |
| Annual return | 22.25% | 2305.64%-2283.4pp | 1166.11%-1143.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $10,560 | $1,787+491.0% | $2,302+358.7% | $2,440+332.8% |
| Participant deferral / active EE | $7,484 | $2,690+178.2% | $3,336+124.3% | $3,607+107.5% |
| Admin fee / account holder | $35,210 | $4,013+777.4% | $6,420+448.5% | $5,124+587.1% |