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 | $192,248 | $86,286+122.8% | $111,297+72.7% | $85,850+123.9% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 22.29% | 19.99%+2.3pp | 54.65%-32.4pp | 318.53%-296.2pp |
| Employer contribution / active EE | $10,047 | $2,043+391.7% | $2,731+267.9% | $2,565+291.7% |
| Participant deferral / active EE | $7,824 | $3,641+114.9% | $4,487+74.4% | $3,952+98.0% |
| Admin fee / account holder | $34,805 | $8,188+325.1% | $7,964+337.0% | $6,260+456.0% |