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 8-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 | $235,462 | $77,899+202.3% | $149,673+57.3% | $75,163+213.3% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.4pp | 67.2%+10.2pp |
| Annual return | 16.87% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $7,337 | $3,137+133.9% | $4,818+52.3% | $2,670+174.8% |
| Participant deferral / active EE | $7,220 | $3,411+111.7% | $5,680+27.1% | $4,125+75.0% |
| Admin fee / account holder | $18,493 | $5,956+210.5% | $13,210+40.0% | $5,651+227.3% |