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 | $202,710 | $70,669+186.8% | $169,368+19.7% | $75,163+169.7% |
| Participation rate | 96.8% | 64.8%+32.0pp | 77.1%+19.6pp | 67.2%+29.6pp |
| Annual return | 16.04% | 36.36%-20.3pp | 405.60%-389.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,882 | $2,211+75.6% | $4,013-3.3% | $2,670+45.4% |
| Participant deferral / active EE | $13,167 | $4,311+205.4% | $6,221+111.6% | $4,125+219.2% |
| Admin fee / account holder | $37,938 | $5,402+602.2% | $9,003+321.4% | $5,651+571.4% |