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 | $240,098 | $81,248+195.5% | $155,509+54.4% | $80,856+196.9% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 14.77% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $12,018 | $3,100+287.6% | $4,672+157.2% | $2,755+336.2% |
| Participant deferral / active EE | $6,759 | $3,452+95.8% | $5,626+20.1% | $4,296+57.4% |
| Admin fee / account holder | $26,076 | $7,997+226.1% | $15,912+63.9% | $6,918+276.9% |