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 | $191,973 | $89,355+114.8% | $141,162+36.0% | $72,985+163.0% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.5%+9.8pp | 69.5%+22.7pp |
| Annual return | 20.98% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $8,420 | $3,114+170.3% | $4,735+77.8% | $2,440+245.1% |
| Participant deferral / active EE | $7,301 | $5,418+34.8% | $6,709+8.8% | $3,607+102.4% |
| Admin fee / account holder | $14,597 | $5,958+145.0% | $10,261+42.3% | $5,124+184.9% |