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 | $193,965 | $91,538+111.9% | $129,995+49.2% | $75,163+158.1% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 14.88% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $6,228 | $2,845+118.9% | $4,320+44.2% | $2,670+133.3% |
| Participant deferral / active EE | $9,564 | $4,341+120.3% | $5,820+64.3% | $4,125+131.8% |
| Admin fee / account holder | $33,109 | $6,790+387.6% | $10,614+211.9% | $5,651+485.9% |