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 | $212,428 | $77,813+173.0% | $123,544+71.9% | $64,186+231.0% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | 11.04% | 12.48%-1.4pp | 119.20%-108.2pp | 7.63%+3.4pp |
| Employer contribution / active EE | $7,459 | $3,014+147.5% | $4,628+61.2% | $2,381+213.3% |
| Participant deferral / active EE | $10,468 | $5,240+99.8% | $6,426+62.9% | $3,470+201.7% |
| Admin fee / account holder | $11,436 | $5,519+107.2% | $9,284+23.2% | $4,888+134.0% |