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 | $235,845 | $77,899+202.8% | $149,673+57.6% | $75,163+213.8% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 13.50% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $11,649 | $3,137+271.3% | $4,818+141.8% | $2,670+336.3% |
| Participant deferral / active EE | $9,653 | $3,411+183.0% | $5,680+70.0% | $4,125+134.0% |
| Admin fee / account holder | $11,416 | $5,956+91.7% | $13,210-13.6% | $5,651+102.0% |