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 | $234,098 | $91,552+155.7% | $133,956+74.8% | $79,858+193.1% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 13.35% | 61.85%-48.5pp | 45.09%-31.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,877 | $2,384+20.7% | $3,919-26.6% | $2,471+16.5% |
| Participant deferral / active EE | $6,331 | $3,733+69.6% | $5,048+25.4% | $3,740+69.3% |
| Admin fee / account holder | $43,434 | $6,321+587.2% | $8,927+386.5% | $5,306+718.5% |