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 | $234,812 | $91,552+156.5% | $133,956+75.3% | $79,858+194.0% |
| Participation rate | 91.4% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.7pp |
| Annual return | 18.83% | 61.85%-43.0pp | 45.09%-26.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $6,167 | $2,384+158.8% | $3,919+57.4% | $2,471+149.6% |
| Participant deferral / active EE | $6,856 | $3,733+83.6% | $5,048+35.8% | $3,740+83.3% |
| Admin fee / account holder | $11,256 | $6,321+78.1% | $8,927+26.1% | $5,306+112.1% |