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 | $249,228 | $91,552+172.2% | $133,956+86.1% | $79,858+212.1% |
| Participation rate | 98.6% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | 14.89% | 61.85%-47.0pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $7,889 | $2,384+231.0% | $3,919+101.3% | $2,471+219.3% |
| Participant deferral / active EE | $17,211 | $3,733+361.0% | $5,048+241.0% | $3,740+360.2% |
| Admin fee / account holder | $33,165 | $6,321+424.7% | $8,927+271.5% | $5,306+525.0% |