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 | $193,250 | $77,634+148.9% | $156,549+23.4% | $62,891+207.3% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 5.21% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $14,382 | $3,444+317.6% | $5,501+161.4% | $2,281+530.5% |
| Participant deferral / active EE | $7,508 | $3,045+146.5% | $4,871+54.1% | $3,203+134.4% |
| Admin fee / account holder | $59,688 | $5,561+973.3% | $13,027+358.2% | $4,296+1289.5% |