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 | $233,952 | $95,416+145.2% | $185,823+25.9% | $85,850+172.5% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 19.60% | 23.59%-4.0pp | 122.05%-102.5pp | 318.53%-298.9pp |
| Employer contribution / active EE | $11,478 | $3,314+246.4% | $5,167+122.1% | $2,565+347.5% |
| Participant deferral / active EE | $9,030 | $3,423+163.8% | $5,568+62.2% | $3,952+128.5% |
| Admin fee / account holder | $38,960 | $7,213+440.2% | $16,237+139.9% | $6,260+522.4% |