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 | $237,222 | $51,576+360.0% | $129,207+83.6% | $80,856+193.4% |
| Participation rate | 82.9% | 57.0%+26.0pp | 69.6%+13.3pp | 67.6%+15.3pp |
| Annual return | 12.64% | 20.81%-8.2pp | 9417.33%-9404.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,556 | $1,584+124.5% | $4,153-14.4% | $2,755+29.1% |
| Participant deferral / active EE | $9,963 | $2,669+273.3% | $4,168+139.1% | $4,296+131.9% |
| Admin fee / account holder | $40,169 | $4,305+833.1% | $7,715+420.7% | $6,918+480.6% |