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 | $233,617 | $98,750+136.6% | $149,696+56.1% | $79,858+192.5% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 17.37% | 27.43%-10.1pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $9,635 | $3,216+199.6% | $4,644+107.5% | $2,471+289.9% |
| Participant deferral / active EE | $7,793 | $5,680+37.2% | $6,842+13.9% | $3,740+108.4% |
| Admin fee / account holder | $14,873 | $6,053+145.7% | $9,309+59.8% | $5,306+180.3% |