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 | $197,433 | $85,766+130.2% | $136,294+44.9% | $70,131+181.5% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 19.29% | 31.45%-12.2pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,863 | $2,966+30.2% | $4,695-17.7% | $2,342+64.9% |
| Participant deferral / active EE | $10,866 | $5,051+115.1% | $6,247+73.9% | $3,332+226.1% |
| Admin fee / account holder | $21,188 | $5,420+290.9% | $9,243+129.2% | $4,645+356.1% |