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 | $195,665 | $79,449+146.3% | $189,557+3.2% | $85,850+127.9% |
| Participation rate | 94.8% | 66.0%+28.8pp | 78.4%+16.4pp | 69.3%+25.5pp |
| Annual return | 15.51% | 18.45%-2.9pp | 64.17%-48.7pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,435 | $2,081+65.1% | $4,412-22.2% | $2,565+33.9% |
| Participant deferral / active EE | $14,577 | $4,051+259.8% | $6,174+136.1% | $3,952+268.9% |
| Admin fee / account holder | $10,466 | $5,377+94.6% | $9,807+6.7% | $6,260+67.2% |