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 | $231,225 | $105,181+119.8% | $159,436+45.0% | $85,850+169.3% |
| Participation rate | 98.5% | 75.8%+22.8pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 17.48% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,411 | $3,318+2.8% | $4,829-29.4% | $2,565+33.0% |
| Participant deferral / active EE | $13,531 | $5,945+127.6% | $7,352+84.0% | $3,952+242.4% |
| Admin fee / account holder | $8,347 | $6,933+20.4% | $10,799-22.7% | $6,260+33.3% |