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 | $177,564 | $85,766+107.0% | $136,294+30.3% | $70,131+153.2% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 19.91% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $10,587 | $2,966+256.9% | $4,695+125.5% | $2,342+352.0% |
| Participant deferral / active EE | $10,859 | $5,051+115.0% | $6,247+73.8% | $3,332+225.9% |
| Admin fee / account holder | $4,252 | $5,420-21.5% | $9,243-54.0% | $4,645-8.5% |