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 | $233,797 | $98,750+136.8% | $149,696+56.2% | $79,858+192.8% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 22.51% | 27.43%-4.9pp | 276.60%-254.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $4,885 | $3,216+51.9% | $4,644+5.2% | $2,471+97.7% |
| Participant deferral / active EE | $10,722 | $5,680+88.8% | $6,842+56.7% | $3,740+186.7% |
| Admin fee / account holder | $4,165 | $6,053-31.2% | $9,309-55.3% | $5,306-21.5% |