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 | $232,948 | $98,750+135.9% | $149,696+55.6% | $79,858+191.7% |
| Participation rate | 98.4% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 18.69% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,916 | $3,216+21.8% | $4,644-15.7% | $2,471+58.5% |
| Participant deferral / active EE | $6,151 | $5,680+8.3% | $6,842-10.1% | $3,740+64.5% |
| Admin fee / account holder | $13,673 | $6,053+125.9% | $9,309+46.9% | $5,306+157.7% |