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 | $248,901 | $79,944+211.3% | $98,439+152.8% | $75,163+231.1% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.2%+20.0pp | 67.2%+28.0pp |
| Annual return | 14.62% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-146.0pp |
| Employer contribution / active EE | $7,810 | $2,264+245.0% | $3,048+156.2% | $2,670+192.5% |
| Participant deferral / active EE | $7,397 | $3,752+97.2% | $4,738+56.1% | $4,125+79.3% |
| Admin fee / account holder | $24,839 | $6,840+263.2% | $8,948+177.6% | $5,651+339.6% |