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 | $212,894 | $100,041+112.8% | $149,718+42.2% | $70,131+203.6% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 24.62% | 27.43%-2.8pp | 1501.63%-1477.0pp | 73.14%-48.5pp |
| Employer contribution / active EE | $7,468 | $3,662+104.0% | $5,445+37.2% | $2,342+218.8% |
| Participant deferral / active EE | $15,382 | $4,983+208.7% | $6,569+134.2% | $3,332+361.7% |
| Admin fee / account holder | $7,351 | $8,286-11.3% | $11,283-34.8% | $4,645+58.3% |