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 | $217,772 | $48,046+353.3% | $84,611+157.4% | $72,985+198.4% |
| Participation rate | 96.1% | 57.6%+38.5pp | 68.2%+27.8pp | 69.5%+26.6pp |
| Annual return | 19.81% | 37.38%-17.6pp | 258.74%-238.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $8,081 | $1,602+404.5% | $2,652+204.7% | $2,440+231.2% |
| Participant deferral / active EE | $7,516 | $2,680+180.4% | $3,899+92.8% | $3,607+108.3% |
| Admin fee / account holder | $50,059 | $3,395+1374.7% | $4,912+919.1% | $5,124+876.9% |