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 | $234,994 | $79,944+193.9% | $98,439+138.7% | $75,163+212.6% |
| Participation rate | 91.7% | 70.4%+21.3pp | 75.2%+16.5pp | 67.2%+24.5pp |
| Annual return | 15.50% | 19.75%-4.2pp | 21.16%-5.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $7,878 | $2,264+248.0% | $3,048+158.5% | $2,670+195.1% |
| Participant deferral / active EE | $12,153 | $3,752+223.9% | $4,738+156.5% | $4,125+194.6% |
| Admin fee / account holder | $13,082 | $6,840+91.3% | $8,948+46.2% | $5,651+131.5% |