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 | $210,411 | $77,899+170.1% | $149,673+40.6% | $75,163+179.9% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 17.59% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,750 | $3,137+147.0% | $4,818+60.9% | $2,670+190.3% |
| Participant deferral / active EE | $8,597 | $3,411+152.0% | $5,680+51.4% | $4,125+108.4% |
| Admin fee / account holder | $1,001 | $5,956-83.2% | $13,210-92.4% | $5,651-82.3% |