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 | $197,943 | $91,538+116.2% | $129,995+52.3% | $75,163+163.4% |
| Participation rate | 96.7% | 71.4%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 15.71% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,316 | $2,845+86.8% | $4,320+23.1% | $2,670+99.1% |
| Participant deferral / active EE | $12,858 | $4,341+196.2% | $5,820+120.9% | $4,125+211.7% |
| Admin fee / account holder | $12,482 | $6,790+83.8% | $10,614+17.6% | $5,651+120.9% |