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 | $223,731 | $159,901+39.9% | $146,958+52.2% | $145,922+53.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.60% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $15,804 | $5,286+199.0% | $4,933+220.4% | $4,660+239.2% |
| Participant deferral / active EE | $13,780 | $8,428+63.5% | $8,070+70.8% | $6,688+106.0% |
| Admin fee / account holder | $61,772 | $15,044+310.6% | $12,998+375.2% | $13,397+361.1% |