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 | $232,052 | $72,277+221.1% | $101,248+129.2% | $79,858+190.6% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 13.67% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $13,942 | $2,692+418.0% | $3,660+281.0% | $2,471+464.3% |
| Participant deferral / active EE | $4,529 | $3,282+38.0% | $4,370+3.6% | $3,740+21.1% |
| Admin fee / account holder | $10,099 | $4,400+129.5% | $5,945+69.9% | $5,306+90.3% |