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 | $112,321 | $29,660+278.7% | $56,411+99.1% | $80,856+38.9% |
| Participation rate | 92.1% | 41.6%+50.5pp | 52.5%+39.6pp | 67.6%+24.5pp |
| Annual return | 21.26% | 35.23%-14.0pp | 1701.33%-1680.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $7,740 | $669+1056.3% | $1,039+645.1% | $2,755+180.9% |
| Participant deferral / active EE | $11,824 | $1,226+864.5% | $1,952+505.8% | $4,296+175.3% |
| Admin fee / account holder | $13,538 | $2,428+457.7% | $2,829+378.6% | $6,918+95.7% |