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 | $242,455 | $148,978+62.7% | $200,582+20.9% | $84,808+185.9% |
| Participation rate | 97.4% | 84.2%+13.1pp | 86.9%+10.5pp | 68.3%+29.1pp |
| Annual return | 19.53% | 28.16%-8.6pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $7,959 | $4,815+65.3% | $6,419+24.0% | $2,631+202.5% |
| Participant deferral / active EE | $18,032 | $7,142+152.5% | $9,331+93.2% | $4,212+328.2% |
| Admin fee / account holder | $27,082 | $13,977+93.8% | $16,305+66.1% | $7,344+268.8% |