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 | $240,173 | $77,634+209.4% | $156,549+53.4% | $62,891+281.9% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 8.43% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $12,570 | $3,444+265.0% | $5,501+128.5% | $2,281+451.1% |
| Participant deferral / active EE | $9,751 | $3,045+220.2% | $4,871+100.2% | $3,203+204.4% |
| Admin fee / account holder | $14,049 | $5,561+152.6% | $13,027+7.8% | $4,296+227.1% |