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 | $248,016 | $89,355+177.6% | $141,162+75.7% | $72,985+239.8% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 19.95% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $7,219 | $3,114+131.8% | $4,735+52.4% | $2,440+195.9% |
| Participant deferral / active EE | $4,444 | $5,418-18.0% | $6,709-33.8% | $3,607+23.2% |
| Admin fee / account holder | $16,743 | $5,958+181.0% | $10,261+63.2% | $5,124+226.7% |