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 | $232,172 | $77,899+198.0% | $149,673+55.1% | $75,163+208.9% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.6pp | 67.2%+24.2pp |
| Annual return | 19.18% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $12,324 | $3,137+292.8% | $4,818+155.8% | $2,670+361.6% |
| Participant deferral / active EE | $9,145 | $3,411+168.1% | $5,680+61.0% | $4,125+121.7% |
| Admin fee / account holder | $14,804 | $5,956+148.5% | $13,210+12.1% | $5,651+162.0% |