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 | $202,802 | $105,181+92.8% | $159,436+27.2% | $85,850+136.2% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 23.83% | 45.07%-21.2pp | 263.57%-239.7pp | 318.53%-294.7pp |
| Employer contribution / active EE | $6,999 | $3,318+110.9% | $4,829+44.9% | $2,565+172.9% |
| Participant deferral / active EE | $17,544 | $5,945+195.1% | $7,352+138.6% | $3,952+344.0% |
| Admin fee / account holder | $83,628 | $6,933+1106.2% | $10,799+674.4% | $6,260+1235.9% |