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 | $226,237 | $81,248+178.5% | $155,509+45.5% | $80,856+179.8% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 18.79% | 33.31%-14.5pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $6,556 | $3,100+111.5% | $4,672+40.3% | $2,755+138.0% |
| Participant deferral / active EE | $7,056 | $3,452+104.4% | $5,626+25.4% | $4,296+64.3% |
| Admin fee / account holder | $2,837 | $7,997-64.5% | $15,912-82.2% | $6,918-59.0% |